TWP
Tempus Wealth Planning’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 | $7.36M | Buy |
98,243
+3,565
| +4% | +$267K | 1.83% | 10 |
|
|
2025
Q1 | $6.44M | Sell |
94,678
-2,476
| -3% | -$168K | 1.92% | 9 |
|
|
2024
Q4 | $6.94M | Buy |
97,154
+6,119
| +7% | +$437K | 2.12% | 8 |
|
|
2024
Q3 | $6.38M | Buy |
91,035
+308
| +0.3% | +$21.6K | 2.34% | 8 |
|
|
2024
Q2 | $6.02M | Sell |
90,727
-3,800
| -4% | -$252K | 2.51% | 7 |
|
|
2024
Q1 | $6.06M | Sell |
94,527
-2,662
| -3% | -$171K | 2.67% | 6 |
|
|
2023
Q4 | $5.68M | Sell |
97,189
-5,232
| -5% | -$306K | 2.49% | 6 |
|
|
2023
Q3 | $5.38M | Buy |
102,421
+273
| +0.3% | +$14.3K | 2.7% | 6 |
|
|
2023
Q2 | $5.56M | Buy |
102,148
+1,354
| +1% | +$73.7K | 2.51% | 6 |
|
|
2023
Q1 | $5.08M | Buy |
100,794
+3,934
| +4% | +$198K | 2.48% | 7 |
|
|
2022
Q4 | $4.58M | Buy |
96,860
+40,024
| +70% | +$1.89M | 2.78% | 6 |
|
|
2022
Q3 | $2.51M | Buy |
56,836
+45,911
| +420% | +$2.03M | 1.67% | 7 |
|
|
2022
Q2 | $508K | Buy |
10,925
+20
| +0.2% | +$930 | 0.42% | 70 |
|
|
2022
Q1 | $606K | Buy |
10,905
+1,051
| +11% | +$58.4K | 0.43% | 63 |
|
|
2021
Q4 | $576K | Buy |
9,854
+629
| +7% | +$36.8K | 0.31% | 86 |
|
|
2021
Q3 | $489K | Buy |
9,225
+1,255
| +16% | +$66.5K | 0.28% | 92 |
|
|
2021
Q2 | $422K | Buy |
7,970
+907
| +13% | +$48K | 0.28% | 101 |
|
|
2021
Q1 | $347K | Buy |
7,063
+2,020
| +40% | +$99.2K | 0.37% | 73 |
|
|
2020
Q4 | $232K | Sell |
5,043
-599
| -11% | -$27.6K | 0.3% | 66 |
|
|
2020
Q3 | $231K | Buy |
+5,642
| New | +$231K | 0.33% | 62 |
|
|
2020
Q1 | – | Sell |
-10,584
| Closed | -$422K | – | 72 |
|
|
2019
Q4 | $422K | Buy |
+10,584
| New | +$422K | 0.37% | 40 |
|