PWMG
Pinnacle Wealth Management Group’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 | $430K | Buy |
5,745
+31
| +0.5% | +$2.32K | 0.25% | 70 |
|
|
2025
Q1 | $389K | Sell |
5,714
-810
| -12% | -$55.1K | 0.27% | 66 |
|
|
2024
Q4 | $466K | Buy |
6,524
+129
| +2% | +$9.21K | 0.29% | 62 |
|
|
2024
Q3 | $448K | Sell |
6,395
-153
| -2% | -$10.7K | 0.28% | 67 |
|
|
2024
Q2 | $434K | Hold |
6,548
| – | – | 0.29% | 62 |
|
|
2024
Q1 | $420K | Sell |
6,548
-281
| -4% | -$18K | 0.31% | 64 |
|
|
2023
Q4 | $399K | Hold |
6,829
| – | – | 0.33% | 61 |
|
|
2023
Q3 | $358K | Hold |
6,829
| – | – | 0.33% | 62 |
|
|
2023
Q2 | $372K | Sell |
6,829
-3,527
| -34% | -$192K | 0.32% | 59 |
|
|
2023
Q1 | $522K | Sell |
10,356
-1,017
| -9% | -$51.3K | 0.45% | 49 |
|
|
2022
Q4 | $538K | Hold |
11,373
| – | – | 0.48% | 49 |
|
|
2022
Q3 | $502K | Sell |
11,373
-258
| -2% | -$11.4K | 0.44% | 49 |
|
|
2022
Q2 | $541K | Hold |
11,631
| – | – | 0.45% | 50 |
|
|
2022
Q1 | $646K | Buy |
11,631
+132
| +1% | +$7.33K | 0.49% | 50 |
|
|
2021
Q4 | $672K | Buy |
11,499
+216
| +2% | +$12.6K | 0.5% | 48 |
|
|
2021
Q3 | $598K | Sell |
11,283
-3,709
| -25% | -$197K | 0.45% | 53 |
|
|
2021
Q2 | $794K | Buy |
+14,992
| New | +$794K | 0.58% | 46 |
|