CWM
Compass 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
Q2 | – | Sell |
-354
| Closed | -$24.1K | – | 370 |
|
|
2025
Q1 | $24.1K | Buy |
354
+5
| +1% | +$340 | 0.01% | 312 |
|
|
2024
Q4 | $25K | Hold |
349
| – | – | 0.01% | 303 |
|
|
2024
Q3 | $24.5K | Sell |
349
-406
| -54% | -$28.4K | 0.01% | 312 |
|
|
2024
Q2 | $50.1K | Sell |
755
-98
| -11% | -$6.5K | 0.01% | 244 |
|
|
2024
Q1 | $54.7K | Hold |
853
| – | – | 0.01% | 241 |
|
|
2023
Q4 | $49.8K | Buy |
853
+105
| +14% | +$6.14K | 0.01% | 245 |
|
|
2023
Q3 | $39.3K | Sell |
748
-654
| -47% | -$34.3K | 0.01% | 252 |
|
|
2023
Q2 | $76.3K | Sell |
1,402
-1,351
| -49% | -$73.5K | 0.02% | 204 |
|
|
2023
Q1 | $139K | Sell |
2,753
-130
| -5% | -$6.56K | 0.04% | 167 |
|
|
2022
Q4 | $136K | Buy |
+2,883
| New | +$136K | 0.04% | 167 |
|