SSWM
Sheets Smith 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 | $3.17M | Buy |
42,351
+295
| +0.7% | +$22.1K | 0.37% | 67 |
|
|
2025
Q1 | $2.86M | Buy |
42,056
+2,543
| +6% | +$173K | 0.36% | 69 |
|
|
2024
Q4 | $2.82M | Buy |
39,513
+10,760
| +37% | +$769K | 0.34% | 72 |
|
|
2024
Q3 | $2.01M | Sell |
28,753
-104
| -0.4% | -$7.29K | 0.25% | 98 |
|
|
2024
Q2 | $1.91M | Buy |
28,857
+1,863
| +7% | +$124K | 0.23% | 104 |
|
|
2024
Q1 | $1.73M | Sell |
26,994
-243
| -0.9% | -$15.6K | 0.19% | 115 |
|
|
2023
Q4 | $1.59M | Sell |
27,237
-975
| -3% | -$57K | 0.23% | 102 |
|
|
2023
Q3 | $1.48M | Sell |
28,212
-1,849
| -6% | -$97.1K | 0.23% | 103 |
|
|
2023
Q2 | $1.64M | Sell |
30,061
-2,779
| -8% | -$151K | 0.24% | 98 |
|
|
2023
Q1 | $1.66M | Sell |
32,840
-42
| -0.1% | -$2.12K | 0.25% | 91 |
|
|
2022
Q4 | $1.56M | Sell |
32,882
-2,829
| -8% | -$134K | 0.24% | 96 |
|
|
2022
Q3 | $1.58M | Buy |
35,711
+1,704
| +5% | +$75.2K | 0.26% | 90 |
|
|
2022
Q2 | $1.58M | Buy |
34,007
+8,948
| +36% | +$416K | 0.26% | 90 |
|
|
2022
Q1 | $1.39M | Sell |
25,059
-5,763
| -19% | -$320K | 0.19% | 115 |
|
|
2021
Q4 | $1.8M | Sell |
30,822
-42,593
| -58% | -$2.49M | 0.22% | 105 |
|
|
2021
Q3 | $3.89M | Buy |
73,415
+774
| +1% | +$41K | 0.53% | 50 |
|
|
2021
Q2 | $3.85M | Buy |
72,641
+12,952
| +22% | +$686K | 0.52% | 50 |
|
|
2021
Q1 | $2.94M | Buy |
59,689
+7,329
| +14% | +$361K | 0.43% | 63 |
|
|
2020
Q4 | $2.41M | Buy |
52,360
+4,004
| +8% | +$185K | 0.36% | 75 |
|
|
2020
Q3 | $1.98M | Buy |
48,356
+53
| +0.1% | +$2.17K | 0.34% | 74 |
|
|
2020
Q2 | $1.83M | Buy |
48,303
+1,299
| +3% | +$49.1K | 0.37% | 73 |
|
|
2020
Q1 | $1.48M | Buy |
+47,004
| New | +$1.48M | 0.31% | 81 |
|