MWM
Modern 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 | $120M | Sell |
1,598,745
-95,738
| -6% | -$7.17M | 2.99% | 2 |
|
|
2025
Q1 | $115M | Sell |
1,694,483
-20,876
| -1% | -$1.42M | 3.68% | 1 |
|
|
2024
Q4 | $123M | Buy |
1,715,359
+857,587
| +100% | +$61.3M | 4.58% | 1 |
|
|
2024
Q3 | $60.1M | Sell |
857,772
-28,323
| -3% | -$1.98M | 3.68% | 7 |
|
|
2024
Q2 | $58.8M | Buy |
886,095
+327,074
| +59% | +$21.7M | 4.34% | 6 |
|
|
2024
Q1 | $35.9M | Buy |
559,021
+30,919
| +6% | +$1.98M | 3.33% | 7 |
|
|
2023
Q4 | $30.9M | Buy |
+528,102
| New | +$30.9M | 3.9% | 7 |
|