PWG
Private Wealth 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 | $5.47M | Buy |
73,062
+53,265
| +269% | +$3.99M | 2.91% | 11 |
|
|
2025
Q1 | $1.35M | Sell |
19,797
-572
| -3% | -$38.9K | 0.79% | 20 |
|
|
2024
Q4 | $1.45M | Buy |
20,369
+600
| +3% | +$42.9K | 0.71% | 24 |
|
|
2024
Q3 | $1.39M | Buy |
19,769
+206
| +1% | +$14.4K | 0.69% | 25 |
|
|
2024
Q2 | $1.3M | Buy |
19,563
+131
| +0.7% | +$8.69K | 0.68% | 25 |
|
|
2024
Q1 | $1.25M | Buy |
19,432
+9,750
| +101% | +$625K | 0.65% | 26 |
|
|
2023
Q4 | $566K | Buy |
+9,682
| New | +$566K | 0.32% | 40 |
|