QWM
Quadcap 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 | $361K | Sell |
4,823
-599
| -11% | -$44.9K | 0.05% | 293 |
|
|
2025
Q1 | $369K | Sell |
5,422
-670
| -11% | -$45.6K | 0.05% | 282 |
|
|
2024
Q4 | $435K | Buy |
6,092
+43
| +0.7% | +$3.07K | 0.06% | 261 |
|
|
2024
Q3 | $424K | Buy |
6,049
+34
| +0.6% | +$2.38K | 0.07% | 267 |
|
|
2024
Q2 | $399K | Buy |
6,015
+17
| +0.3% | +$1.13K | 0.07% | 274 |
|
|
2024
Q1 | $385K | Buy |
5,998
+518
| +9% | +$33.2K | 0.09% | 241 |
|
|
2023
Q4 | $320K | Buy |
+5,480
| New | +$320K | 0.08% | 262 |
|