Able Wealth Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,904	Closed	-$315K	–	89
2024 Q1	$315K	Sell	4,904 -2,022	-29%	-$130K	0.27%	59
2023 Q4	$405K	Buy	+6,926	New	+$405K	0.37%	45