EWM
Echo 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 | $688K | Buy |
9,189
+121
| +1% | +$9.06K | 0.42% | 28 |
|
|
2025
Q1 | $617K | Sell |
9,068
-8,682
| -49% | -$590K | 0.42% | 29 |
|
|
2024
Q4 | $1.27M | Buy |
17,750
+122
| +0.7% | +$8.71K | 0.88% | 26 |
|
|
2024
Q3 | $1.24M | Sell |
17,628
-5,341
| -23% | -$376K | 0.87% | 26 |
|
|
2024
Q2 | $1.52M | Sell |
22,969
-315
| -1% | -$20.9K | 1.15% | 25 |
|
|
2024
Q1 | $1.49M | Buy |
23,284
+601
| +3% | +$38.6K | 1.24% | 23 |
|
|
2023
Q4 | $1.32M | Sell |
22,683
-5,197
| -19% | -$303K | 1.23% | 25 |
|
|
2023
Q3 | $1.46M | Sell |
27,880
-1,278
| -4% | -$67.1K | 1.58% | 18 |
|
|
2023
Q2 | $1.62M | Buy |
29,158
+776
| +3% | +$43K | 1.75% | 16 |
|
|
2023
Q1 | $1.43M | Sell |
28,382
-773
| -3% | -$39K | 1.58% | 16 |
|
|
2022
Q4 | $1.44M | Buy |
29,155
+2,643
| +10% | +$130K | 1.53% | 19 |
|
|
2022
Q3 | $1.24M | Buy |
26,512
+4,973
| +23% | +$232K | 1.63% | 16 |
|
|
2022
Q2 | $1.03M | Buy |
21,539
+9,375
| +77% | +$449K | 1.38% | 18 |
|
|
2022
Q1 | $656K | Buy |
12,164
+1,057
| +10% | +$57K | 0.77% | 26 |
|
|
2021
Q4 | $637K | Buy |
11,107
+733
| +7% | +$42K | 0.73% | 29 |
|
|
2021
Q3 | $560K | Buy |
10,374
+300
| +3% | +$16.2K | 0.66% | 30 |
|
|
2021
Q2 | $536K | Sell |
10,074
-103
| -1% | -$5.48K | 0.68% | 29 |
|
|
2021
Q1 | $501K | Buy |
+10,177
| New | +$501K | 0.63% | 32 |
|