FWM
FMA 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 | $1.5M | Sell |
20,049
-43
| -0.2% | -$3.22K | 1.11% | 20 |
|
|
2025
Q1 | $1.45M | Sell |
20,092
-897
| -4% | -$64.8K | 1.12% | 20 |
|
|
2024
Q4 | $1.5M | Sell |
20,989
-363
| -2% | -$25.9K | 1.12% | 21 |
|
|
2024
Q3 | $1.5M | Buy |
21,352
+890
| +4% | +$62.4K | 1.09% | 21 |
|
|
2024
Q2 | $1.36M | Buy |
20,462
+2,108
| +11% | +$140K | 1.1% | 22 |
|
|
2024
Q1 | $1.18M | Buy |
18,354
+1,895
| +12% | +$122K | 0.98% | 22 |
|
|
2023
Q4 | $962K | Buy |
+16,459
| New | +$962K | 0.88% | 23 |
|