LWMG
Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.45M | Buy |
21,827
+5,012
| +30% | +$333K | 0.37% | 34 |
|
|
2024
Q1 | $983K | Hold |
16,815
| – | – | 0.28% | 40 |
|
|
2023
Q4 | $983K | Sell |
16,815
-903
| -5% | -$52.8K | 0.28% | 40 |
|
|
2023
Q3 | $930K | Buy |
17,718
+1,062
| +6% | +$55.7K | 0.29% | 41 |
|
|
2023
Q2 | $907K | Buy |
16,656
+1,387
| +9% | +$75.5K | 0.27% | 41 |
|
|
2023
Q1 | $770K | Buy |
15,269
+73
| +0.5% | +$3.68K | 0.24% | 44 |
|
|
2022
Q4 | $719K | Buy |
+15,196
| New | +$719K | 0.24% | 43 |
|