TPWM
Twelve Points 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 | $594K | Sell |
7,925
-100
| -1% | -$7.49K | 0.16% | 127 |
|
|
2025
Q1 | $546K | Hold |
8,025
| – | – | 0.15% | 122 |
|
|
2024
Q4 | $573K | Sell |
8,025
-879
| -10% | -$62.8K | 0.16% | 118 |
|
|
2024
Q3 | $624K | Sell |
8,904
-243
| -3% | -$17K | 0.2% | 106 |
|
|
2024
Q2 | $607K | Sell |
9,147
-579
| -6% | -$38.4K | 0.21% | 105 |
|
|
2024
Q1 | $624K | Buy |
9,726
+500
| +5% | +$32.1K | 0.23% | 100 |
|
|
2023
Q4 | $539K | Sell |
9,226
-5
| -0.1% | -$292 | 0.26% | 104 |
|
|
2023
Q3 | $485K | Sell |
9,231
-243
| -3% | -$12.8K | 0.24% | 113 |
|
|
2023
Q2 | $516K | Hold |
9,474
| – | – | 0.27% | 105 |
|
|
2023
Q1 | $478K | Hold |
9,474
| – | – | 0.27% | 105 |
|
|
2022
Q4 | $448K | Hold |
9,474
| – | – | 0.3% | 100 |
|
|
2022
Q3 | $418K | Hold |
9,474
| – | – | 0.32% | 101 |
|
|
2022
Q2 | $440K | Hold |
9,474
| – | – | 0.34% | 106 |
|
|
2022
Q1 | $527K | Sell |
9,474
-1,214
| -11% | -$67.5K | 0.39% | 94 |
|
|
2021
Q4 | $625K | Buy |
+10,688
| New | +$625K | 0.51% | 70 |
|