DWM
Dogwood 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 | $2.7M | Sell |
35,886
-2,872
| -7% | -$216K | 1.32% | 20 |
|
|
2025
Q1 | $2.64M | Sell |
38,758
-6,787
| -15% | -$462K | 1.39% | 18 |
|
|
2024
Q4 | $3.25M | Buy |
45,545
+2,377
| +6% | +$170K | 1.72% | 18 |
|
|
2024
Q3 | $3.02M | Buy |
43,168
+371
| +0.9% | +$26K | 1.74% | 17 |
|
|
2024
Q2 | $2.84M | Sell |
42,797
-152,572
| -78% | -$10.1M | 1.75% | 19 |
|
|
2024
Q1 | $12.5M | Buy |
195,369
+4,829
| +3% | +$310K | 8.47% | 2 |
|
|
2023
Q4 | $11.1M | Buy |
+190,540
| New | +$11.1M | 8.7% | 2 |
|