OPWM
Oakwell Private 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 | $1.87M | Sell |
24,974
-116
| -0.5% | -$8.69K | 0.43% | 24 |
|
|
2025
Q1 | $1.71M | Sell |
25,090
-2,043
| -8% | -$139K | 0.47% | 24 |
|
|
2024
Q4 | $1.94M | Hold |
27,133
| – | – | 0.54% | 23 |
|
|
2024
Q3 | $1.9M | Sell |
27,133
-321
| -1% | -$22.5K | 0.55% | 23 |
|
|
2024
Q2 | $1.82M | Sell |
27,454
-1
| -0% | -$66 | 0.51% | 23 |
|
|
2024
Q1 | $1.76M | Sell |
27,455
-371
| -1% | -$23.8K | 0.54% | 23 |
|
|
2023
Q4 | $1.63M | Sell |
27,826
-306
| -1% | -$17.9K | 0.57% | 25 |
|
|
2023
Q3 | $1.48M | Hold |
28,132
| – | – | 0.63% | 24 |
|
|
2023
Q2 | $1.53M | Sell |
28,132
-2,069
| -7% | -$113K | 0.64% | 25 |
|
|
2023
Q1 | $1.52M | Sell |
30,201
-238
| -0.8% | -$12K | 0.69% | 23 |
|
|
2022
Q4 | $1.44M | Sell |
30,439
-12,394
| -29% | -$586K | 0.69% | 22 |
|
|
2022
Q3 | $1.89M | Buy |
42,833
+11,265
| +36% | +$497K | 1.05% | 19 |
|
|
2022
Q2 | $1.47M | Sell |
31,568
-11,536
| -27% | -$536K | 0.84% | 18 |
|
|
2022
Q1 | $2.4M | Hold |
43,104
| – | – | 1.2% | 16 |
|
|
2021
Q4 | $2.52M | Sell |
43,104
-1,390
| -3% | -$81.2K | 1.25% | 16 |
|
|
2021
Q3 | $2.36M | Sell |
44,494
-6,282
| -12% | -$333K | 1.27% | 17 |
|
|
2021
Q2 | $2.69M | Sell |
50,776
-8,153
| -14% | -$432K | 1.73% | 15 |
|
|
2021
Q1 | $2.9M | Sell |
58,929
-1,207
| -2% | -$59.4K | 2.05% | 13 |
|
|
2020
Q4 | $2.77M | Buy |
+60,136
| New | +$2.77M | 2.18% | 13 |
|