SWA
SFMG Wealth Advisors’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 | $2.35M | Sell |
31,434
-1,351
| -4% | -$101K | 0.18% | 63 |
|
|
2025
Q1 | $2.23M | Sell |
32,785
-4,424
| -12% | -$301K | 0.18% | 67 |
|
|
2024
Q4 | $2.66M | Sell |
37,209
-398
| -1% | -$28.4K | 0.21% | 61 |
|
|
2024
Q3 | $2.63M | Sell |
37,607
-985
| -3% | -$69K | 0.21% | 57 |
|
|
2024
Q2 | $2.56M | Sell |
38,592
-2,004
| -5% | -$133K | 0.22% | 57 |
|
|
2024
Q1 | $2.6M | Sell |
40,596
-1,877
| -4% | -$120K | 0.22% | 58 |
|
|
2023
Q4 | $2.48M | Buy |
42,473
+2,970
| +8% | +$174K | 0.23% | 58 |
|
|
2023
Q3 | $2.07M | Hold |
39,503
| – | – | 0.21% | 61 |
|
|
2023
Q2 | $2.15M | Sell |
39,503
-27,955
| -41% | -$1.52M | 0.22% | 62 |
|
|
2023
Q1 | $3.4M | Sell |
67,458
-196,242
| -74% | -$9.9M | 0.37% | 37 |
|
|
2022
Q4 | $12.5M | Buy |
+263,700
| New | +$12.5M | 1.38% | 14 |
|