Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Envestnet Portfolio Solutions’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 		$460K Sell
2025
Q1 		$612K Sell
2024
Q4 		$728K Buy
2024
Q3 		$603K Buy
2024
Q2 		$537K Sell
2024
Q1 		$573K Sell
2023
Q4 		$668K Sell
2023
Q3 		$636K Buy