Atria Investments’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	$6.4M	Sell	80,893 -2,330	-3%	-$192K	0.07%	303
2025 Q4	$6.87M	Sell	83,223 -2,587	-3%	-$212K	0.08%	284
2025 Q3	$6.92M	Sell	85,810 -13,170	-13%	-$1.02M	0.08%	280
2025 Q2	$7.41M	Sell	98,980 -9,448	-9%	-$656K	0.09%	266
2025 Q1	$7.37M	Buy	108,428 +3,363	+3%	+$241K	0.09%	249
2024 Q4	$7.5M	Buy	105,065 +22,621	+27%	+$1.63M	0.09%	245
2024 Q3	$5.78M	Buy	82,444 +38,677	+88%	+$2.61M	0.07%	314
2024 Q2	$2.9M	Sell	43,767 -333	-0.8%	-$21.3K	0.04%	514
2024 Q1	$2.83M	Sell	44,100 -51,546	-54%	-$3.15M	0.04%	525
2023 Q4	$5.59M	Buy	95,646 +713	+0.8%	+$38.9K	0.09%	269
2023 Q3	$4.98M	Sell	94,933 -1,488	-2%	-$81.3K	0.09%	286
2023 Q2	$5.25M	Buy	96,421 +50	+0.1%	+$2.58K	0.09%	254
2023 Q1	$4.86M	Buy	96,371 +48,154	+100%	+$2.38M	0.09%	271
2022 Q4	$2.28M	Sell	48,217 -54,618	-53%	-$2.59M	0.05%	467
2022 Q3	$4.54M	Buy	102,835 +19,566	+23%	+$958K	0.1%	247
2022 Q2	$3.87M	Sell	83,269 -20,255	-20%	-$1.02M	0.08%	303
2022 Q1	$5.75M	Buy	103,524 +7,287	+8%	+$400K	0.1%	239
2021 Q4	$5.63M	Buy	96,237 +13,932	+17%	+$788K	0.1%	251
2021 Q3	$4.36M	Buy	82,305 +4,196	+5%	+$228K	0.08%	298
2021 Q2	$4.14M	Buy	78,109 +18,489	+31%	+$957K	0.08%	277
2021 Q1	$2.93M	Buy	59,620 +641	+1%	+$30.7K	0.06%	348
2020 Q4	$2.72M	Buy	+58,979	New	+$2.57M	0.07%	326