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Cornerstone Financial Group’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Cornerstone Financial Group’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$10.1M Buy
134,568
+1,887
+1% +$141K 8.57% 2
2025
Q1 		$9.4M Buy
132,681
+39,139
+42% +$2.77M 8.46% 2
2024
Q4 		$6.68M Buy
+93,542
New +$6.68M 6.58% 2