Congress Asset Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Congress Asset Management’s Portfolio SPTM Stock Details SPTM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$224K	Buy
2025 Q1	–	Sell
2024 Q4	$599K	Buy
2024 Q1	–	Sell
2023 Q4	$2.5M	Buy
2023 Q3	$346K	Buy
2023 Q1	–	Sell
2022 Q4	$321K	Buy
2020 Q1	–	Sell
2019 Q4	$340K	Buy
2019 Q1	–	Sell
2018 Q4	$454K	Buy