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Wealth Enhancement & Preservation of GA’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Wealth Enhancement & Preservation of GA’s Portfolio SPTM Stock Details SPTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-178,017
Closed -$6.73M – 54
2020
Q2 		$6.73M Sell
178,017
-266,863
-60% -$10.1M 8.36% 3
2020
Q1 		$14M Sell
444,880
-228,903
-34% -$7.2M 13.28% 2
2019
Q4 		$26.9M Buy
+673,783
New +$26.9M 13.72% 2