JWA
JFS 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 | $1.79M | Sell |
23,854
-94
| -0.4% | -$7.04K | 0.11% | 108 |
|
|
2025
Q1 | $1.63M | Sell |
23,948
-780
| -3% | -$53K | 0.11% | 110 |
|
|
2024
Q4 | $1.77M | Buy |
24,728
+45
| +0.2% | +$3.21K | 0.12% | 100 |
|
|
2024
Q3 | $1.73M | Buy |
24,683
+1,140
| +5% | +$79.9K | 0.12% | 105 |
|
|
2024
Q2 | $1.56M | Buy |
23,543
+236
| +1% | +$15.7K | 0.12% | 92 |
|
|
2024
Q1 | $1.5M | Buy |
23,307
+78
| +0.3% | +$5K | 0.12% | 93 |
|
|
2023
Q4 | $1.36M | Sell |
23,229
-2,684
| -10% | -$157K | 0.12% | 96 |
|
|
2023
Q3 | $1.36M | Sell |
25,913
-395
| -2% | -$20.7K | 0.13% | 96 |
|
|
2023
Q2 | $1.43M | Buy |
26,308
+17
| +0.1% | +$925 | 0.13% | 97 |
|
|
2023
Q1 | $1.33M | Sell |
26,291
-268
| -1% | -$13.5K | 0.13% | 97 |
|
|
2022
Q4 | $1.26M | Sell |
26,559
-2,659
| -9% | -$126K | 0.12% | 97 |
|
|
2022
Q3 | $1.29M | Sell |
29,218
-2,538
| -8% | -$112K | 0.14% | 94 |
|
|
2022
Q2 | $1.48M | Sell |
31,756
-208
| -0.7% | -$9.67K | 0.16% | 86 |
|
|
2022
Q1 | $1.78M | Buy |
31,964
+433
| +1% | +$24.1K | 0.17% | 90 |
|
|
2021
Q4 | $1.84M | Buy |
31,531
+2,048
| +7% | +$120K | 0.17% | 90 |
|
|
2021
Q3 | $1.56M | Sell |
29,483
-184
| -0.6% | -$9.75K | 0.16% | 92 |
|
|
2021
Q2 | $1.57M | Sell |
29,667
-2,140
| -7% | -$113K | 0.23% | 68 |
|
|
2021
Q1 | $1.57M | Buy |
31,807
+125
| +0.4% | +$6.15K | 0.32% | 61 |
|
|
2020
Q4 | $1.46M | Sell |
31,682
-671
| -2% | -$30.9K | 0.31% | 65 |
|
|
2020
Q3 | $1.32M | Sell |
32,353
-469
| -1% | -$19.2K | 0.31% | 60 |
|
|
2020
Q2 | $1.24M | Buy |
32,822
+2,739
| +9% | +$103K | 0.32% | 61 |
|
|
2020
Q1 | $946K | Buy |
30,083
+2,353
| +8% | +$74K | 0.28% | 61 |
|
|
2019
Q4 | $1.11M | Buy |
27,730
+155
| +0.6% | +$6.18K | 0.27% | 70 |
|
|
2019
Q3 | $1.01M | Buy |
27,575
+215
| +0.8% | +$7.9K | 0.26% | 73 |
|
|
2019
Q2 | $998K | Sell |
27,360
-1,010
| -4% | -$36.8K | 0.25% | 72 |
|
|
2019
Q1 | $998K | Sell |
28,370
-13,017
| -31% | -$458K | 0.26% | 71 |
|
|
2018
Q4 | $1.28M | Buy |
41,387
+20,450
| +98% | +$632K | 0.34% | 60 |
|
|
2018
Q3 | $758K | Buy |
20,937
+277
| +1% | +$10K | 0.2% | 74 |
|
|
2018
Q2 | $702K | Buy |
20,660
+1,411
| +7% | +$47.9K | 0.18% | 78 |
|
|
2018
Q1 | $632K | Buy |
19,249
+10,097
| +110% | +$332K | 0.17% | 80 |
|
|
2017
Q4 | $304K | Buy |
+9,152
| New | +$304K | 0.07% | 109 |
|