Atria Wealth Solutions’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
2025 Q2	$1.74M	Sell	23,194 -1,158	-5%	-$80.4K	0.04%	463
2025 Q1	$1.66M	Sell	24,352 -9,983	-29%	-$715K	0.02%	703
2024 Q4	$2.45M	Buy	34,335 +2,688	+8%	+$193K	0.03%	572
2024 Q3	$2.22M	Sell	31,647 -3,050	-9%	-$206K	0.02%	594
2024 Q2	$2.3M	Sell	34,697 -3,733	-10%	-$239K	0.03%	584
2024 Q1	$2.47M	Sell	38,430 -11,538	-23%	-$704K	0.03%	571
2023 Q4	$2.92M	Buy	49,968 +2,053	+4%	+$112K	0.04%	472
2023 Q3	$2.52M	Sell	47,915 -1,724	-3%	-$94.2K	0.04%	490
2023 Q2	$2.7M	Sell	49,639 -7,605	-13%	-$392K	0.04%	473
2023 Q1	$2.89M	Buy	57,244 +6,418	+13%	+$317K	0.04%	415
2022 Q4	$2.4M	Sell	50,826 -948	-2%	-$45K	0.04%	446
2022 Q3	$2.28M	Buy	51,774 +4,535	+10%	+$222K	0.04%	431
2022 Q2	$2.19M	Sell	47,239 -5,208	-10%	-$263K	0.04%	411
2022 Q1	$2.92M	Buy	+52,447	New	+$2.88M	0.05%	378