WWM
WJ 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 | $333K | Sell |
4,444
-226
| -5% | -$16.9K | 0.11% | 78 |
|
|
2025
Q1 | $318K | Sell |
4,670
-4
| -0.1% | -$272 | 0.11% | 72 |
|
|
2024
Q4 | $334K | Hold |
4,674
| – | – | 0.12% | 66 |
|
|
2024
Q3 | $327K | Hold |
4,674
| – | – | 0.12% | 66 |
|
|
2024
Q2 | $310K | Sell |
4,674
-2
| -0% | -$133 | 0.11% | 68 |
|
|
2024
Q1 | $300K | Hold |
4,676
| – | – | 0.12% | 66 |
|
|
2023
Q4 | $273K | Buy |
4,676
+4
| +0.1% | +$234 | 0.12% | 67 |
|
|
2023
Q3 | $245K | Hold |
4,672
| – | – | 0.12% | 60 |
|
|
2023
Q2 | $254K | Buy |
+4,672
| New | +$254K | 0.12% | 58 |
|
|
2023
Q1 | – | Sell |
-4,972
| Closed | -$235K | – | 64 |
|
|
2022
Q4 | $235K | Sell |
4,972
-2,360
| -32% | -$112K | 0.14% | 51 |
|
|
2022
Q3 | $323K | Buy |
+7,332
| New | +$323K | 0.2% | 43 |
|