Aldebaran Financial’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Aldebaran Financial’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.25M	Buy	104,353 +5,870	+6%	+$485K	7.84%	1
2025 Q4	$8.18M	Buy	98,483 +12,184	+14%	+$996K	7.58%	1
2025 Q3	$6.96M	Buy	86,299 +13,285	+18%	+$1.03M	6.96%	2
2025 Q2	$5.47M	Buy	73,014 +4,397	+6%	+$305K	6.05%	3
2025 Q1	$4.67M	Sell	68,617 -1,376	-2%	-$98.5K	5.7%	4
2024 Q4	$5.02M	Buy	69,993 +3,078	+5%	+$221K	5.86%	4
2024 Q3	$4.69M	Buy	66,915 +651	+1%	+$44K	5.53%	5
2024 Q2	$4.4M	Buy	66,264 +8,517	+15%	+$545K	5.76%	4
2024 Q1	$3.7M	Buy	57,747 +7,891	+16%	+$482K	5.24%	5
2023 Q4	$2.91M	Buy	49,856 +503	+1%	+$27.5K	4.3%	6
2023 Q3	$2.59M	Buy	49,353 +8,638	+21%	+$472K	4.04%	6
2023 Q2	$2.22M	Sell	40,715 -1,890	-4%	-$97.5K	3.01%	7
2023 Q1	$2.15M	Sell	42,605 -2,550	-6%	-$126K	2.77%	8
2022 Q4	$2.14M	Sell	45,155 -394	-0.9%	-$18.7K	2.29%	11
2022 Q3	$2.03M	Buy	45,549 +1,143	+3%	+$56K	2.23%	10
2022 Q2	$2.05M	Sell	44,406 -1,244	-3%	-$62.8K	2.17%	11
2022 Q1	$2.54M	Sell	45,650 -1,915	-4%	-$105K	1.97%	13
2021 Q4	$2.78M	Sell	47,565 -582	-1%	-$32.9K	2.05%	14
2021 Q3	$2.55M	Sell	48,147 -217	-0.4%	-$11.8K	2.06%	12
2021 Q2	$2.57M	Sell	48,364 -7,150	-13%	-$370K	2.11%	12
2021 Q1	$2.73M	Sell	55,514 -1,570	-3%	-$75.1K	2.41%	11
2020 Q4	$2.63M	Buy	57,084 +5,996	+12%	+$261K	2.45%	10
2020 Q3	$2.09M	Buy	51,088 +5,634	+12%	+$228K	2.17%	11
2020 Q2	$1.72M	Sell	45,454 -4,630	-9%	-$166K	2.02%	13
2020 Q1	$1.57M	Sell	50,084 -7,231	-13%	-$272K	1.54%	20
2019 Q4	$2.29M	Sell	57,315 -2,084	-4%	-$79.4K	1.74%	15
2019 Q3	$2.15M	Buy	59,399 +23,304	+65%	+$854K	1.44%	25
2019 Q2	$1.32M	Buy	36,095 +5,706	+19%	+$204K	0.91%	41
2019 Q1	$1.07M	Buy	30,389 +22,928	+307%	+$776K	0.75%	52
2018 Q4	$231K	Buy	7,461 +330	+5%	+$11K	0.18%	93
2018 Q3	$258K	Buy	+7,131	New	+$254K	0.17%	89