KWM
Kingsview 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 | $27.8M | Buy |
371,844
+33,068
| +10% | +$2.48M | 0.47% | 38 |
|
|
2025
Q1 | $23M | Buy |
338,776
+19,701
| +6% | +$1.34M | 0.43% | 40 |
|
|
2024
Q4 | $22.8M | Buy |
319,075
+311,581
| +4,158% | +$22.3M | 0.44% | 40 |
|
|
2024
Q3 | $525K | Buy |
7,494
+2,003
| +36% | +$140K | 0.01% | 702 |
|
|
2024
Q2 | $364K | Buy |
+5,491
| New | +$364K | 0.01% | 780 |
|
|
2020
Q2 | – | Sell |
-7,829
| Closed | -$246K | – | 600 |
|
|
2020
Q1 | $246K | Buy |
+7,829
| New | +$246K | 0.03% | 397 |
|