WWA
WCG Wealth 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 | $2.37M | Buy |
31,619
+13,965
| +79% | +$1.05M | 0.15% | 142 |
|
|
2025
Q1 | $1.2M | Sell |
17,654
-18
| -0.1% | -$1.22K | 0.09% | 183 |
|
|
2024
Q4 | $1.26M | Sell |
17,672
-1,588
| -8% | -$113K | 0.08% | 187 |
|
|
2024
Q3 | $1.35M | Buy |
19,260
+40
| +0.2% | +$2.8K | 0.09% | 194 |
|
|
2024
Q2 | $1.28M | Sell |
19,220
-2,994
| -13% | -$199K | 0.09% | 174 |
|
|
2024
Q1 | $1.43M | Sell |
22,214
-3,023
| -12% | -$194K | 0.12% | 153 |
|
|
2023
Q4 | $1.48M | Sell |
25,237
-180
| -0.7% | -$10.5K | 0.11% | 162 |
|
|
2023
Q3 | $1.33M | Buy |
+25,417
| New | +$1.33M | 0.1% | 167 |
|