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

Congress Wealth 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 Q1	–	Sell
2024 Q4	$599K	Buy
2024 Q1	–	Sell
2023 Q4	$4.12M	Buy
2023 Q1	–	Sell
2022 Q4	$292K	Buy
2022 Q2	–	Sell
2022 Q1	$798K	Sell
2021 Q4	$926K	Buy