WCAMG
Woodard & Company Asset Management Group’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 | $55.8M | Buy |
745,693
+2,803
| +0.4% | +$210K | 10.25% | 1 |
|
|
2025
Q1 | $50.5M | Buy |
742,890
+138,570
| +23% | +$9.42M | 10.53% | 1 |
|
|
2024
Q4 | $43.2M | Buy |
604,320
+50,238
| +9% | +$3.59M | 9.3% | 2 |
|
|
2024
Q3 | $38.8M | Sell |
554,082
-183,374
| -25% | -$12.8M | 8.72% | 2 |
|
|
2024
Q2 | $48.9M | Buy |
737,456
+32,632
| +5% | +$2.17M | 12.16% | 2 |
|
|
2024
Q1 | $45.2M | Sell |
704,824
-14,627
| -2% | -$938K | 12.05% | 2 |
|
|
2023
Q4 | $42.1M | Sell |
719,451
-40,755
| -5% | -$2.38M | 12.26% | 2 |
|
|
2023
Q3 | $39.9M | Sell |
760,206
-51,883
| -6% | -$2.72M | 13.55% | 1 |
|
|
2023
Q2 | $44.2M | Sell |
812,089
-9,569
| -1% | -$521K | 14.67% | 1 |
|
|
2023
Q1 | $41.4M | Buy |
+821,658
| New | +$41.4M | 14.42% | 1 |
|