SWIA
SPTM icon

Solano Wealth Investment 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
$3.26M Sell
43,499
-140,145
-76% -$10.5M 1.67% 17
2025
Q1
$12.5M Buy
183,644
+9,155
+5% +$623K 7.73% 4
2024
Q4
$12.5M Buy
+174,489
New +$12.5M 7.49% 5