HSWS
Higgins & Schmidt Wealth Strategies’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 | $445K | Hold |
5,939
| – | – | 0.25% | 35 |
|
|
2025
Q1 | $404K | Hold |
5,939
| – | – | 0.24% | 32 |
|
|
2024
Q4 | $424K | Sell |
5,939
-135
| -2% | -$9.64K | 0.26% | 32 |
|
|
2024
Q3 | $426K | Hold |
6,074
| – | – | 0.27% | 35 |
|
|
2024
Q2 | $403K | Hold |
6,074
| – | – | 0.29% | 33 |
|
|
2024
Q1 | $390K | Hold |
6,074
| – | – | 0.29% | 33 |
|
|
2023
Q4 | $355K | Buy |
+6,074
| New | +$355K | 0.29% | 32 |
|