FFWM
Future Financial 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 | $276K | Hold |
3,687
| – | – | 0.19% | 90 |
|
|
2025
Q1 | $251K | Sell |
3,687
-27
| -0.7% | -$1.84K | 0.18% | 93 |
|
|
2024
Q4 | $265K | Sell |
3,714
-1,100
| -23% | -$78.6K | 0.19% | 89 |
|
|
2024
Q3 | $337K | Hold |
4,814
| – | – | 0.24% | 80 |
|
|
2024
Q2 | $319K | Hold |
4,814
| – | – | 0.28% | 78 |
|
|
2024
Q1 | $309K | Hold |
4,814
| – | – | 0.24% | 79 |
|
|
2023
Q4 | $281K | Sell |
4,814
-100
| -2% | -$5.85K | 0.28% | 77 |
|
|
2023
Q3 | $258K | Sell |
4,914
-767
| -14% | -$40.3K | 0.29% | 84 |
|
|
2023
Q2 | $309K | Sell |
5,681
-4,615
| -45% | -$251K | 0.33% | 77 |
|
|
2023
Q1 | $521K | Sell |
10,296
-79,665
| -89% | -$4.03M | 0.57% | 50 |
|
|
2022
Q4 | $4.25M | Sell |
89,961
-2,116
| -2% | -$100K | 4.84% | 1 |
|
|
2022
Q3 | $4.28M | Buy |
92,077
+2,973
| +3% | +$138K | 4.93% | 1 |
|
|
2022
Q2 | $4.95M | Hold |
89,104
| – | – | 4.83% | 1 |
|
|
2022
Q1 | $4.95M | Buy |
89,104
+12,225
| +16% | +$679K | 4.11% | 1 |
|
|
2021
Q4 | $4.52M | Buy |
76,879
+5,269
| +7% | +$310K | 3.61% | 1 |
|
|
2021
Q3 | $3.79M | Hold |
71,610
| – | – | 3.9% | 1 |
|
|
2021
Q2 | $3.79M | Buy |
71,610
+12,703
| +22% | +$673K | 3.9% | 1 |
|
|
2021
Q1 | $2.9M | Buy |
58,907
+407
| +0.7% | +$20K | 3.33% | 3 |
|
|
2020
Q4 | $2.7M | Buy |
+58,500
| New | +$2.7M | 3.11% | 5 |
|