NWWA
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New Wave Wealth Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

New Wave Wealth Advisors’s Portfolio SPTM Stock Details SPTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,774
Closed -$198K – 598
2024
Q4 		$198K Sell
2,774
-226
-8% -$16.1K 0.08% 136
2024
Q3 		$210K Buy
+3,000
New +$210K 0.1% 141