LWM
LJI 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 | $1.51M | Sell |
20,188
-6,249
| -24% | -$468K | 0.26% | 43 |
|
|
2025
Q1 | $1.8M | Buy |
26,437
+3,524
| +15% | +$240K | 0.36% | 36 |
|
|
2024
Q4 | $1.64M | Buy |
22,913
+2,214
| +11% | +$158K | 0.32% | 36 |
|
|
2024
Q3 | $1.45M | Sell |
20,699
-727
| -3% | -$50.9K | 0.3% | 41 |
|
|
2024
Q2 | $1.42M | Buy |
+21,426
| New | +$1.42M | 0.31% | 39 |
|
|
2024
Q1 | – | Sell |
-17,728
| Closed | -$1.04M | – | 168 |
|
|
2023
Q4 | $1.04M | Buy |
17,728
+74
| +0.4% | +$4.33K | 0.27% | 44 |
|
|
2023
Q3 | $927K | Buy |
17,654
+550
| +3% | +$28.9K | 0.27% | 45 |
|
|
2023
Q2 | $931K | Buy |
17,104
+579
| +4% | +$31.5K | 0.27% | 43 |
|
|
2023
Q1 | $833K | Sell |
16,525
-606
| -4% | -$30.6K | 0.26% | 43 |
|
|
2022
Q4 | $810K | Buy |
+17,131
| New | +$810K | 0.28% | 41 |
|