WA
Waverly 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 | $26.2M | Sell |
349,454
-1,796
| -0.5% | -$135K | 0.29% | 75 |
|
|
2025
Q1 | $23.9M | Sell |
351,250
-3,301
| -0.9% | -$225K | 0.29% | 77 |
|
|
2024
Q4 | $25.3M | Sell |
354,551
-10,188
| -3% | -$728K | 0.39% | 52 |
|
|
2024
Q3 | $25.6M | Sell |
364,739
-39,048
| -10% | -$2.74M | 0.47% | 40 |
|
|
2024
Q2 | $26.8M | Sell |
403,787
-1,770
| -0.4% | -$117K | 0.53% | 36 |
|
|
2024
Q1 | $26M | Buy |
+405,557
| New | +$26M | 0.61% | 31 |
|