Private Wealth Management Group’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3K | Hold |
231
| – | – | 0.01% | 343 |
|
|
2025
Q1 | $15.7K | Hold |
231
| – | – | 0.01% | 354 |
|
|
2024
Q4 | $16.5K | Sell |
231
-741
| -76% | -$52.9K | 0.01% | 354 |
|
|
2024
Q3 | $68.1K | Hold |
972
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $64.5K | Hold |
972
| – | – | 0.03% | 139 |
|
|
2024
Q1 | $62.4K | Sell |
972
-78
| -7% | -$5K | 0.03% | 135 |
|
|
2023
Q4 | $61.4K | Buy |
+1,050
| New | +$61.4K | 0.03% | 136 |
|