HWM
Howard 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 | $425K | Buy |
5,670
+1
| +0% | +$75 | 0.21% | 80 |
|
|
2025
Q1 | $386K | Sell |
5,669
-1,031
| -15% | -$70.1K | 0.21% | 83 |
|
|
2024
Q4 | $479K | Sell |
6,700
-4
| -0.1% | -$286 | 0.26% | 78 |
|
|
2024
Q3 | $470K | Buy |
6,704
+19
| +0.3% | +$1.33K | 0.27% | 74 |
|
|
2024
Q2 | $444K | Buy |
6,685
+107
| +2% | +$7.1K | 0.35% | 64 |
|
|
2024
Q1 | $422K | Sell |
6,578
-110
| -2% | -$7.06K | 0.34% | 62 |
|
|
2023
Q4 | $391K | Sell |
6,688
-335
| -5% | -$19.6K | 0.33% | 61 |
|
|
2023
Q3 | $369K | Sell |
7,023
-575
| -8% | -$30.2K | 0.34% | 61 |
|
|
2023
Q2 | $414K | Buy |
7,598
+30
| +0.4% | +$1.63K | 0.36% | 61 |
|
|
2023
Q1 | $382K | Buy |
7,568
+255
| +3% | +$12.9K | 0.32% | 69 |
|
|
2022
Q4 | $346K | Sell |
7,313
-95
| -1% | -$4.49K | 0.28% | 76 |
|
|
2022
Q3 | $326K | Buy |
+7,408
| New | +$326K | 0.23% | 84 |
|
|
2022
Q2 | – | Sell |
-7,226
| Closed | -$401K | – | 116 |
|
|
2022
Q1 | $401K | Buy |
7,226
+27
| +0.4% | +$1.5K | 0.22% | 85 |
|
|
2021
Q4 | $420K | Buy |
7,199
+115
| +2% | +$6.71K | 0.22% | 91 |
|
|
2021
Q3 | $375K | Buy |
7,084
+20
| +0.3% | +$1.06K | 0.21% | 90 |
|
|
2021
Q2 | $374K | Buy |
7,064
+147
| +2% | +$7.78K | 0.21% | 92 |
|
|
2021
Q1 | $340K | Sell |
6,917
-196
| -3% | -$9.63K | 0.2% | 94 |
|
|
2020
Q4 | $327K | Sell |
7,113
-783
| -10% | -$36K | 0.2% | 96 |
|
|
2020
Q3 | $322K | Sell |
7,896
-1,225
| -13% | -$50K | 0.23% | 92 |
|
|
2020
Q2 | $344K | Sell |
9,121
-2,405
| -21% | -$90.7K | 0.28% | 80 |
|
|
2020
Q1 | $362K | Buy |
11,526
+621
| +6% | +$19.5K | 0.38% | 68 |
|
|
2019
Q4 | $434K | Buy |
+10,905
| New | +$434K | 0.36% | 67 |
|