Barnes Wealth Management Group’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
$647K Buy
8,644
+1,015
+13% +$76K 0.38% 66
2025
Q1
$519K Sell
7,629
-72
-0.9% -$4.9K 0.33% 71
2024
Q4
$550K Buy
+7,701
New +$550K 0.37% 65