LWMM
Legacy Wealth Management (Mississippi)’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 | $297K | Sell |
3,969
-3,443
| -46% | -$258K | 0.09% | 74 |
|
|
2025
Q1 | $504K | Buy |
7,412
+5
| +0.1% | +$340 | 0.16% | 65 |
|
|
2024
Q4 | $529K | Buy |
7,407
+380
| +5% | +$27.1K | 0.21% | 66 |
|
|
2024
Q3 | $492K | Buy |
7,027
+3,246
| +86% | +$227K | 0.18% | 73 |
|
|
2024
Q2 | $251K | Hold |
3,781
| – | – | 0.11% | 68 |
|
|
2024
Q1 | $243K | Buy |
+3,781
| New | +$243K | 0.11% | 68 |
|