SWA
Sightline 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 | $419K | Sell |
5,590
-56
| -1% | -$4.19K | 0.2% | 59 |
|
|
2025
Q1 | $384K | Sell |
5,646
-298
| -5% | -$20.3K | 0.2% | 58 |
|
|
2024
Q4 | $425K | Sell |
5,944
-285
| -5% | -$20.4K | 0.23% | 54 |
|
|
2024
Q3 | $436K | Buy |
6,229
+810
| +15% | +$56.8K | 0.24% | 52 |
|
|
2024
Q2 | $360K | Sell |
5,419
-450
| -8% | -$29.9K | 0.22% | 58 |
|
|
2024
Q1 | $376K | Buy |
5,869
+7
| +0.1% | +$449 | 0.25% | 56 |
|
|
2023
Q4 | $343K | Buy |
5,862
+83
| +1% | +$4.85K | 0.26% | 53 |
|
|
2023
Q3 | $303K | Buy |
5,779
+1,342
| +30% | +$70.4K | 0.28% | 53 |
|
|
2023
Q2 | $224K | Buy |
+4,437
| New | +$224K | 0.22% | 50 |
|