MGB 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 | $37.3K | Sell |
500
-1,385
| -73% | -$103K | 0.01% | 269 |
|
|
2025
Q1 | $128K | Buy |
1,885
+36
| +2% | +$2.44K | 0.05% | 224 |
|
|
2024
Q4 | $132K | Buy |
1,849
+88
| +5% | +$6.29K | 0.04% | 215 |
|
|
2024
Q3 | $123K | Buy |
1,761
+184
| +12% | +$12.9K | 0.04% | 208 |
|
|
2024
Q2 | $107K | Buy |
1,577
+1
| +0.1% | +$68 | 0.04% | 212 |
|
|
2024
Q1 | $101K | Buy |
1,576
+90
| +6% | +$5.78K | 0.04% | 203 |
|
|
2023
Q4 | $86.9K | Buy |
+1,486
| New | +$86.9K | 0.04% | 203 |
|