Darwin 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 | $2.25K | Sell |
30
-11
| -27% | -$824 | ﹤0.01% | 474 |
|
|
2025
Q1 | $2.93K | Hold |
41
| – | – | ﹤0.01% | 484 |
|
|
2024
Q4 | $2.93K | Hold |
41
| – | – | ﹤0.01% | 484 |
|
|
2024
Q3 | $2.87K | Buy |
+41
| New | +$2.87K | ﹤0.01% | 501 |
|
|
2020
Q3 | – | Sell |
-6,838
| Closed | -$258K | – | 173 |
|
|
2020
Q2 | $258K | Sell |
6,838
-1,058
| -13% | -$39.9K | 0.07% | 132 |
|
|
2020
Q1 | $247K | Sell |
7,896
-355
| -4% | -$11.1K | 0.08% | 112 |
|
|
2019
Q4 | $329K | Sell |
8,251
-414
| -5% | -$16.5K | 0.09% | 122 |
|
|
2019
Q3 | $318K | Buy |
8,665
+163
| +2% | +$5.98K | 0.09% | 118 |
|
|
2019
Q2 | $310K | Sell |
8,502
-500
| -6% | -$18.2K | 0.1% | 120 |
|
|
2019
Q1 | $317K | Sell |
9,002
-1,462
| -14% | -$51.5K | 0.1% | 120 |
|
|
2018
Q4 | $324K | Sell |
10,464
-8,919
| -46% | -$276K | 0.23% | 70 |
|
|
2018
Q3 | $700K | Buy |
+19,383
| New | +$700K | 0.39% | 49 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 124 |
|