MGIA
Moneta Group Investment Advisors’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
Q1 | – | Sell |
-2,873
| Closed | -$205K | – | 703 |
|
|
2024
Q4 | $205K | Buy |
+2,873
| New | +$205K | ﹤0.01% | 634 |
|
|
2020
Q1 | – | Sell |
-9,408
| Closed | -$375K | – | 289 |
|
|
2019
Q4 | $375K | Sell |
9,408
-10
| -0.1% | -$399 | 0.03% | 194 |
|
|
2019
Q3 | $346K | Buy |
9,418
+10
| +0.1% | +$367 | 0.03% | 200 |
|
|
2019
Q2 | $343K | Sell |
9,408
-19,898
| -68% | -$725K | 0.03% | 185 |
|
|
2019
Q1 | $1.03M | Sell |
29,306
-4,275
| -13% | -$150K | 0.11% | 95 |
|
|
2018
Q4 | $1.04M | Sell |
33,581
-5,101
| -13% | -$158K | 0.12% | 99 |
|
|
2018
Q3 | $1.4M | Buy |
+38,682
| New | +$1.4M | 0.14% | 90 |
|