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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$46.8K	Buy	592 +8	+1%	+$661	﹤0.01%	1167
2025 Q4	$48.2K	Hold	584	–	–	﹤0.01%	1163
2025 Q3	$47.1K	Hold	584	–	–	﹤0.01%	1045
2025 Q2	$43.7K	Hold	584	–	–	﹤0.01%	1052
2025 Q1	$39.7K	Hold	584	–	–	﹤0.01%	1055
2024 Q4	$41.7K	Sell	584 -315	-35%	-$22.7K	﹤0.01%	1038
2024 Q3	$63K	Hold	899	–	–	﹤0.01%	930
2024 Q2	$59.6K	Hold	899	–	–	﹤0.01%	911
2024 Q1	$57.7K	Hold	899	–	–	﹤0.01%	928
2023 Q4	$52.5K	Hold	899	–	–	﹤0.01%	934
2023 Q3	$47.2K	Hold	899	–	–	﹤0.01%	923
2023 Q2	$48.9K	Sell	899 -1,363	-60%	-$70.3K	﹤0.01%	911
2023 Q1	$114K	Hold	2,262	–	–	﹤0.01%	750
2022 Q4	$107K	Buy	2,262 +1	+0%	+$48	﹤0.01%	815
2022 Q3	$100K	Hold	2,261	–	–	﹤0.01%	901
2022 Q2	$105K	Hold	2,261	–	–	﹤0.01%	950
2022 Q1	$126K	Sell	2,261 -316	-12%	-$17.3K	﹤0.01%	950
2021 Q4	$151K	Hold	2,577	–	–	﹤0.01%	899
2021 Q3	$137K	Sell	2,577 -4	-0.2%	-$218	﹤0.01%	892
2021 Q2	$137K	Buy	2,581 +533	+26%	+$27.6K	﹤0.01%	838
2021 Q1	$101K	Buy	2,048 +159	+8%	+$7.6K	﹤0.01%	870
2020 Q4	$87K	Buy	1,889 +1	+0.1%	+$44	﹤0.01%	777
2020 Q3	$77K	Buy	1,888 +100	+6%	+$4.05K	﹤0.01%	774
2020 Q2	$68K	Hold	1,788	–	–	﹤0.01%	776
2020 Q1	$56K	Hold	1,788	–	–	﹤0.01%	861
2019 Q4	$71K	Buy	+1,788	New	+$68.2K	﹤0.01%	829
2018 Q4	–	Sell	-1,529	Closed	-$55K	–	1107
2018 Q3	$55K	Buy	+1,529	New	+$54.4K	﹤0.01%	868