Concurrent Investment Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Concurrent Investment Advisors’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$330K	Sell
2025 Q1	$304K	Buy
2024 Q4	$243K	Buy
2024 Q3	$222K	Buy
2024 Q1	–	Sell
2023 Q4	$1.19M	Buy