BW
BIP Wealth’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
260,367
+23,285
| +10% | +$1.74M | 1.2% | 14 |
|
|
2025
Q1 | $16.1M | Buy |
237,082
+18,512
| +8% | +$1.26M | 1.05% | 15 |
|
|
2024
Q4 | $15.6M | Sell |
218,570
-5,726
| -3% | -$409K | 1.04% | 15 |
|
|
2024
Q3 | $15.7M | Buy |
224,296
+28,243
| +14% | +$1.98M | 1.07% | 14 |
|
|
2024
Q2 | $13M | Sell |
196,053
-41,892
| -18% | -$2.78M | 1.07% | 13 |
|
|
2024
Q1 | $15.3M | Sell |
237,945
-10,384
| -4% | -$666K | 1.12% | 13 |
|
|
2023
Q4 | $14.5M | Buy |
248,329
+14,301
| +6% | +$836K | 1.14% | 13 |
|
|
2023
Q3 | $12.3M | Sell |
234,028
-38,155
| -14% | -$2M | 1.13% | 13 |
|
|
2023
Q2 | $14.8M | Sell |
272,183
-7,596
| -3% | -$414K | 1.21% | 12 |
|
|
2023
Q1 | $14.1M | Buy |
+279,779
| New | +$14.1M | 1.55% | 11 |
|