FWM
FSA 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 | $1.48M | Sell |
19,734
-22
| -0.1% | -$1.65K | 0.58% | 17 |
|
|
2025
Q1 | $1.34M | Sell |
19,756
-889
| -4% | -$60.5K | 0.57% | 16 |
|
|
2024
Q4 | $1.47M | Sell |
20,645
-188
| -0.9% | -$13.4K | 0.6% | 14 |
|
|
2024
Q3 | $1.46M | Buy |
+20,833
| New | +$1.46M | 0.58% | 14 |
|
|
2024
Q1 | $1.34M | Sell |
20,822
-553
| -3% | -$35.5K | 0.58% | 16 |
|
|
2023
Q4 | $1.25M | Sell |
21,375
-1,398
| -6% | -$81.7K | 0.59% | 16 |
|
|
2023
Q3 | $1.2M | Buy |
22,773
+238
| +1% | +$12.5K | 0.67% | 15 |
|
|
2023
Q2 | $1.23M | Sell |
22,535
-238
| -1% | -$13K | 0.66% | 16 |
|
|
2023
Q1 | $1.15M | Sell |
22,773
-793
| -3% | -$40K | 0.67% | 16 |
|
|
2022
Q4 | $1.11M | Buy |
23,566
+217
| +0.9% | +$10.3K | 0.65% | 17 |
|
|
2022
Q3 | $1.03M | Buy |
+23,349
| New | +$1.03M | 0.72% | 17 |
|
|
2022
Q2 | – | Sell |
-23,499
| Closed | -$1.37M | – | 47 |
|
|
2022
Q1 | $1.37M | Hold |
23,499
| – | – | 0.8% | 18 |
|
|
2021
Q4 | $1.37M | Sell |
23,499
-799
| -3% | -$46.7K | 0.8% | 18 |
|
|
2021
Q3 | $1.29M | Sell |
24,298
-779
| -3% | -$41.3K | 0.8% | 16 |
|
|
2021
Q2 | $1.33M | Sell |
25,077
-1,741
| -6% | -$92.2K | 0.83% | 16 |
|
|
2021
Q1 | $1.32M | Sell |
26,818
-18,101
| -40% | -$890K | 0.88% | 16 |
|
|
2020
Q4 | $2.07M | Sell |
44,919
-2,009
| -4% | -$92.6K | 1.04% | 16 |
|
|
2020
Q3 | $1.92M | Buy |
46,928
+6,786
| +17% | +$277K | 1.23% | 16 |
|
|
2020
Q2 | $1.52M | Buy |
40,142
+4,617
| +13% | +$174K | 1.03% | 16 |
|
|
2020
Q1 | $1.12M | Buy |
35,525
+2,495
| +8% | +$78.4K | 0.94% | 16 |
|
|
2019
Q4 | $1.32M | Buy |
+33,030
| New | +$1.32M | 0.93% | 15 |
|