CWM
Cahill Wealth Management’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
Q1 | $1.79M | Sell |
26,335
-230
| -0.9% | -$15.6K | 0.91% | 19 |
|
|
2024
Q4 | $1.9M | Sell |
26,565
-124
| -0.5% | -$8.86K | 0.97% | 18 |
|
|
2024
Q3 | $1.87M | Sell |
26,689
-5,956
| -18% | -$417K | 0.97% | 18 |
|
|
2024
Q2 | $2.11M | Buy |
32,645
+7,293
| +29% | +$472K | 1.26% | 14 |
|
|
2024
Q1 | $1.63M | Buy |
25,352
+2,212
| +10% | +$142K | 0.95% | 18 |
|
|
2023
Q4 | $1.35M | Sell |
23,140
-409
| -2% | -$23.9K | 0.91% | 18 |
|
|
2023
Q3 | $1.24M | Sell |
23,549
-174
| -0.7% | -$9.13K | 0.95% | 17 |
|
|
2023
Q2 | $1.29M | Buy |
23,723
+5
| +0% | +$272 | 0.89% | 19 |
|
|
2023
Q1 | $1.2M | Buy |
23,718
+6
| +0% | +$303 | 0.88% | 21 |
|
|
2022
Q4 | $1.21M | Buy |
23,712
+2,574
| +12% | +$132K | 0.88% | 18 |
|
|
2022
Q3 | $932K | Sell |
21,138
-433
| -2% | -$19.1K | 0.83% | 19 |
|
|
2022
Q2 | $1M | Sell |
21,571
-1,864
| -8% | -$86.6K | 0.85% | 19 |
|
|
2022
Q1 | $1.3M | Buy |
+23,435
| New | +$1.3M | 0.97% | 15 |
|