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

Donaldson Capital Management’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 Q3	$357K	Hold
2025 Q2	$331K	Hold
2025 Q1	$301K	Hold
2024 Q4	$316K	Hold
2024 Q3	$310K	Hold
2024 Q2	$293K	Hold
2024 Q1	$284K	Hold
2023 Q4	$258K	Hold
2023 Q3	$232K	Sell
2023 Q2	$254K	Buy