OWM
Opes 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 | $227K | Hold |
3,030
| – | – | 0.04% | 136 |
|
|
2025
Q1 | $206K | Buy |
3,030
+6
| +0.2% | +$408 | 0.04% | 141 |
|
|
2024
Q4 | $216K | Sell |
3,024
-195
| -6% | -$13.9K | 0.04% | 130 |
|
|
2024
Q3 | $226K | Hold |
3,219
| – | – | 0.04% | 127 |
|
|
2024
Q2 | $214K | Sell |
3,219
-26
| -0.8% | -$1.73K | 0.04% | 128 |
|
|
2024
Q1 | $208K | Buy |
+3,245
| New | +$208K | 0.05% | 129 |
|
|
2022
Q2 | – | Sell |
-3,712
| Closed | -$206K | – | 105 |
|
|
2022
Q1 | $206K | Sell |
3,712
-15
| -0.4% | -$832 | 0.07% | 102 |
|
|
2021
Q4 | $218K | Sell |
3,727
-56
| -1% | -$3.28K | 0.07% | 105 |
|
|
2021
Q3 | $200K | Sell |
3,783
-177
| -4% | -$9.36K | 0.07% | 96 |
|
|
2021
Q2 | $210K | Buy |
+3,960
| New | +$210K | 0.08% | 85 |
|