SPWM
Spartan Planning & 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 | $14.8M | Buy |
198,046
+75,254
| +61% | +$5.64M | 12.7% | 1 |
|
|
2025
Q1 | $8.35M | Sell |
122,792
-59,085
| -32% | -$4.02M | 8.09% | 2 |
|
|
2024
Q4 | $13M | Buy |
+181,877
| New | +$13M | 11.87% | 1 |
|
|
2023
Q4 | $8.54M | Buy |
146,154
+57,496
| +65% | +$3.36M | 9.1% | 1 |
|
|
2023
Q3 | $4.65M | Buy |
+88,658
| New | +$4.65M | 5.45% | 4 |
|
|
2022
Q4 | $2.23M | Buy |
47,216
+2,609
| +6% | +$123K | 2.78% | 7 |
|
|
2022
Q3 | $1.97M | Buy |
44,607
+4,942
| +12% | +$218K | 2.58% | 6 |
|
|
2022
Q2 | $1.84M | Sell |
39,665
-118,272
| -75% | -$5.5M | 2.46% | 4 |
|
|
2022
Q1 | $8.78M | Buy |
+157,937
| New | +$8.78M | 10.98% | 1 |
|