Forvis Mazars Wealth Advisors’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
Q1 | – | Sell |
-9,446
| Closed | -$675K | – | 422 |
|
|
2024
Q4 | $675K | Sell |
9,446
-169
| -2% | -$12.1K | 0.02% | 267 |
|
|
2024
Q3 | $674K | Sell |
9,615
-195
| -2% | -$13.7K | 0.02% | 272 |
|
|
2024
Q2 | $651K | Buy |
9,810
+432
| +5% | +$28.7K | 0.02% | 250 |
|
|
2024
Q1 | $602K | Buy |
9,378
+30
| +0.3% | +$1.92K | 0.02% | 263 |
|
|
2023
Q4 | $546K | Sell |
9,348
-18
| -0.2% | -$1.05K | 0.02% | 263 |
|
|
2023
Q3 | $492K | Buy |
9,366
+37
| +0.4% | +$1.94K | 0.01% | 275 |
|
|
2023
Q2 | $508K | Buy |
9,329
+37
| +0.4% | +$2.01K | 0.01% | 292 |
|
|
2023
Q1 | $469K | Sell |
9,292
-451
| -5% | -$22.7K | 0.02% | 275 |
|
|
2022
Q4 | $461K | Sell |
9,743
-3,670
| -27% | -$174K | 0.02% | 273 |
|
|
2022
Q3 | $592K | Sell |
13,413
-1,550
| -10% | -$68.4K | 0.02% | 239 |
|
|
2022
Q2 | $695K | Buy |
+14,963
| New | +$695K | 0.03% | 221 |
|