DWP
Destiny Wealth Partners’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 | $587K | Sell |
7,833
-110
| -1% | -$8.24K | 0.08% | 109 |
|
|
2025
Q1 | $540K | Sell |
7,943
-41
| -0.5% | -$2.79K | 0.09% | 105 |
|
|
2024
Q4 | $570K | Hold |
7,984
| – | – | 0.09% | 105 |
|
|
2024
Q3 | $559K | Sell |
7,984
-503
| -6% | -$35.2K | 0.1% | 100 |
|
|
2024
Q2 | $563K | Sell |
8,487
-495
| -6% | -$32.8K | 0.1% | 93 |
|
|
2024
Q1 | $576K | Sell |
8,982
-28
| -0.3% | -$1.8K | 0.1% | 91 |
|
|
2023
Q4 | $517K | Sell |
9,010
-57
| -0.6% | -$3.27K | 0.1% | 93 |
|
|
2023
Q3 | $476K | Sell |
9,067
-194
| -2% | -$10.2K | 0.1% | 100 |
|
|
2023
Q2 | $515K | Sell |
9,261
-92
| -1% | -$5.12K | 0.1% | 96 |
|
|
2023
Q1 | $472K | Hold |
9,353
| – | – | 0.1% | 98 |
|
|
2022
Q4 | $442K | Buy |
9,353
+1,107
| +13% | +$52.4K | 0.1% | 105 |
|
|
2022
Q3 | $364K | Hold |
8,246
| – | – | 0.08% | 110 |
|
|
2022
Q2 | $383K | Sell |
8,246
-228
| -3% | -$10.6K | 0.08% | 98 |
|
|
2022
Q1 | $471K | Hold |
8,474
| – | – | 0.09% | 99 |
|
|
2021
Q4 | $495K | Hold |
8,474
| – | – | 0.1% | 108 |
|
|
2021
Q3 | $449K | Sell |
8,474
-308
| -4% | -$16.3K | 0.09% | 111 |
|
|
2021
Q2 | $465K | Sell |
8,782
-350
| -4% | -$18.5K | 0.09% | 124 |
|
|
2021
Q1 | $449K | Sell |
9,132
-96
| -1% | -$4.72K | 0.09% | 111 |
|
|
2020
Q4 | $425K | Buy |
+9,228
| New | +$425K | 0.09% | 113 |
|