GWA
Gibson 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
Q2 | $786K | Hold |
10,500
| – | – | 0.58% | 18 |
|
|
2025
Q1 | $714K | Hold |
10,500
| – | – | 0.57% | 19 |
|
|
2024
Q4 | $750K | Hold |
10,500
| – | – | 0.62% | 16 |
|
|
2024
Q3 | $736K | Hold |
10,500
| – | – | 0.6% | 16 |
|
|
2024
Q2 | $697K | Hold |
10,500
| – | – | 0.65% | 16 |
|
|
2024
Q1 | $674K | Buy |
+10,500
| New | +$674K | 0.65% | 16 |
|
|
2022
Q4 | $31.4M | Buy |
661,500
+651,000
| +6,200% | +$30.9M | 0.6% | 22 |
|
|
2022
Q3 | $463K | Hold |
10,500
| – | – | 0.53% | 20 |
|
|
2022
Q2 | $488K | Hold |
10,500
| – | – | 0.54% | 18 |
|
|
2022
Q1 | $584K | Hold |
10,500
| – | – | 0.6% | 19 |
|
|
2021
Q4 | $614K | Buy |
+10,500
| New | +$614K | 0.63% | 17 |
|