O3W
Omni 360 Wealth’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 | $321K | Buy |
4,291
+21
| +0.5% | +$1.57K | 0.16% | 132 |
|
|
2025
Q1 | $290K | Sell |
4,270
-48
| -1% | -$3.27K | 0.17% | 107 |
|
|
2024
Q4 | $308K | Sell |
4,318
-72
| -2% | -$5.14K | 0.19% | 95 |
|
|
2024
Q3 | $308K | Sell |
4,390
-2,015
| -31% | -$141K | 0.2% | 97 |
|
|
2024
Q2 | $425K | Buy |
6,405
+80
| +1% | +$5.31K | 0.32% | 73 |
|
|
2024
Q1 | $406K | Buy |
6,325
+102
| +2% | +$6.54K | 0.33% | 71 |
|
|
2023
Q4 | $364K | Buy |
+6,223
| New | +$364K | 0.34% | 68 |
|