Clearstead 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	$367K	Sell	4,894 -9,035	-65%	-$677K	0.01%	693
2025 Q1	$947K	Buy	13,929 +12,384	+802%	+$842K	0.01%	422
2024 Q4	$110K	Buy	+1,545	New	+$110K	﹤0.01%	998