WWM
Wiser 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 | $558K | Sell |
7,457
-580
| -7% | -$43.4K | 0.14% | 32 |
|
|
2025
Q1 | $547K | Sell |
8,037
-1,642
| -17% | -$112K | 0.15% | 29 |
|
|
2024
Q4 | $691K | Sell |
9,679
-265
| -3% | -$18.9K | 0.19% | 28 |
|
|
2024
Q3 | $697K | Sell |
9,944
-178
| -2% | -$12.5K | 0.2% | 26 |
|
|
2024
Q2 | $672K | Sell |
10,122
-193
| -2% | -$12.8K | 0.21% | 24 |
|
|
2024
Q1 | $662K | Sell |
10,315
-502
| -5% | -$32.2K | 0.22% | 21 |
|
|
2023
Q4 | $621K | Sell |
10,817
-36,874
| -77% | -$2.12M | 0.23% | 24 |
|
|
2023
Q3 | $2.5M | Sell |
47,691
-1,302
| -3% | -$68.3K | 1.02% | 15 |
|
|
2023
Q2 | $2.67M | Sell |
48,993
-961
| -2% | -$52.3K | 1.07% | 16 |
|
|
2023
Q1 | $2.52M | Sell |
49,954
-2,927
| -6% | -$148K | 1.08% | 16 |
|
|
2022
Q4 | $2.5M | Sell |
52,881
-44
| -0.1% | -$2.08K | 1.16% | 15 |
|
|
2022
Q3 | $2.34M | Sell |
52,925
-161
| -0.3% | -$7.1K | 1.22% | 15 |
|
|
2022
Q2 | $2.47M | Sell |
53,086
-1,786
| -3% | -$83K | 1.28% | 17 |
|
|
2022
Q1 | $3.05M | Sell |
54,872
-163
| -0.3% | -$9.06K | 1.41% | 14 |
|
|
2021
Q4 | $3.22M | Sell |
55,035
-2,165
| -4% | -$127K | 1.57% | 13 |
|
|
2021
Q3 | $3.03M | Sell |
57,200
-2,933
| -5% | -$155K | 1.62% | 14 |
|
|
2021
Q2 | $3.19M | Sell |
60,133
-773
| -1% | -$40.9K | 1.94% | 14 |
|
|
2021
Q1 | $3M | Sell |
60,906
-5,698
| -9% | -$280K | 2.06% | 14 |
|
|
2020
Q4 | $3.07M | Buy |
+66,604
| New | +$3.07M | 2.3% | 14 |
|