SWM
Seaside 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 | $1.72M | Sell |
23,021
-199
| -0.9% | -$14.9K | 0.55% | 16 |
|
|
2025
Q1 | $1.58M | Sell |
23,220
-3
| -0% | -$204 | 0.56% | 16 |
|
|
2024
Q4 | $1.66M | Sell |
23,223
-182
| -0.8% | -$13K | 0.61% | 16 |
|
|
2024
Q3 | $1.64M | Hold |
23,405
| – | – | 0.62% | 15 |
|
|
2024
Q2 | $1.55M | Sell |
23,405
-45
| -0.2% | -$2.99K | 0.64% | 15 |
|
|
2024
Q1 | $1.5M | Sell |
23,450
-364
| -2% | -$23.4K | 0.64% | 16 |
|
|
2023
Q4 | $1.39M | Hold |
23,814
| – | – | 0.64% | 16 |
|
|
2023
Q3 | $1.25M | Sell |
23,814
-45
| -0.2% | -$2.36K | 0.64% | 15 |
|
|
2023
Q2 | $1.3M | Sell |
23,859
-274
| -1% | -$14.9K | 0.67% | 15 |
|
|
2023
Q1 | $1.22M | Sell |
24,133
-216
| -0.9% | -$10.9K | 0.74% | 15 |
|
|
2022
Q4 | $1.15M | Buy |
24,349
+2,373
| +11% | +$112K | 0.76% | 15 |
|
|
2022
Q3 | $1.05M | Sell |
21,976
-65
| -0.3% | -$3.11K | 0.73% | 16 |
|
|
2022
Q2 | $1.12M | Buy |
+22,041
| New | +$1.12M | 0.85% | 17 |
|