SWM
SigFig 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 | $24.2M | Sell |
325,115
-16,436
| -5% | -$1.22M | 0.8% | 25 |
|
|
2025
Q1 | $21.8M | Sell |
341,551
-13,602
| -4% | -$870K | 0.79% | 23 |
|
|
2024
Q4 | $22.5M | Sell |
355,153
-37,236
| -9% | -$2.36M | 0.81% | 23 |
|
|
2024
Q3 | $24.2M | Sell |
392,389
-16,768
| -4% | -$1.03M | 0.88% | 21 |
|
|
2024
Q2 | $24.7M | Sell |
409,157
-34,505
| -8% | -$2.08M | 0.93% | 20 |
|
|
2024
Q1 | $25.9M | Sell |
443,662
-37,333
| -8% | -$2.18M | 0.95% | 19 |
|
|
2023
Q4 | $26.9M | Sell |
480,995
-37,355
| -7% | -$2.09M | 1.02% | 19 |
|
|
2023
Q3 | $28.4M | Sell |
518,350
-31,077
| -6% | -$1.7M | 1.14% | 20 |
|
|
2023
Q2 | $30.2M | Buy |
+549,427
| New | +$30.2M | 1.17% | 20 |
|
|
2023
Q1 | – | Sell |
-625,399
| Closed | -$34.3M | – | 113 |
|
|
2022
Q4 | $34.3M | Sell |
625,399
-8,924
| -1% | -$490K | 1.7% | 15 |
|
|
2022
Q3 | $35.2M | Sell |
634,323
-42,133
| -6% | -$2.34M | 1.84% | 15 |
|
|
2022
Q2 | $36.3M | Sell |
676,456
-13,835
| -2% | -$741K | 1.88% | 14 |
|
|
2022
Q1 | $37.8M | Sell |
690,291
-49,284
| -7% | -$2.7M | 1.81% | 14 |
|
|
2021
Q4 | $39.5M | Sell |
739,575
-5,343
| -0.7% | -$286K | 1.85% | 14 |
|
|
2021
Q3 | $39.5M | Buy |
744,918
+46,771
| +7% | +$2.48M | 1.98% | 14 |
|
|
2021
Q2 | $37M | Buy |
698,147
+78,641
| +13% | +$4.17M | 1.96% | 13 |
|
|
2021
Q1 | $30.5M | Buy |
619,506
+70,236
| +13% | +$3.45M | 1.87% | 13 |
|
|
2020
Q4 | $25.3M | Buy |
549,270
+17,448
| +3% | +$804K | 1.83% | 12 |
|
|
2020
Q3 | $21.6M | Buy |
531,822
+7,839
| +1% | +$318K | 1.96% | 12 |
|
|
2020
Q2 | $19.8M | Buy |
523,983
+41,006
| +8% | +$1.55M | 2.12% | 12 |
|
|
2020
Q1 | $15.2M | Buy |
482,977
+19,075
| +4% | +$600K | 2.06% | 13 |
|
|
2019
Q4 | $18.5M | Buy |
463,902
+8,526
| +2% | +$340K | 2.28% | 13 |
|
|
2019
Q3 | $16.7M | Buy |
455,376
+18,301
| +4% | +$672K | 2.38% | 13 |
|
|
2019
Q2 | $15.9M | Buy |
437,075
+16,666
| +4% | +$608K | 2.48% | 15 |
|
|
2019
Q1 | $14.8M | Buy |
420,409
+35,346
| +9% | +$1.24M | 2.62% | 14 |
|
|
2018
Q4 | $11.8M | Buy |
385,063
+19,217
| +5% | +$588K | 2.51% | 14 |
|
|
2018
Q3 | $13.2M | Buy |
365,846
+19,011
| +5% | +$688K | 2.74% | 15 |
|
|
2018
Q2 | $11.8M | Buy |
346,835
+29,623
| +9% | +$1.01M | 3.03% | 13 |
|
|
2018
Q1 | $10.4M | Buy |
+317,212
| New | +$10.4M | 6.07% | 5 |
|