AllGen Financial Advisors’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
2025 Q2	–	Sell	-285,342	Closed	-$19.4M	–	50
2025 Q1	$19.4M	Buy	+285,342	New	+$19.4M	5.74%	6