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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$632	Hold	8	–	–	﹤0.01%	318
2025 Q4	$660	Hold	8	–	–	﹤0.01%	316
2025 Q3	$645	Buy	+8	New	+$622	﹤0.01%	317
2024 Q3	–	Hold	0	–	-$2.72K	–	455
2024 Q2	–	Sell	-41	Closed	-$2.63K	–	429
2024 Q1	$2.63K	Hold	41	–	–	﹤0.01%	429
2023 Q4	$2.48K	Hold	41	–	–	﹤0.01%	408
2023 Q3	$2.15K	Sell	41 -43	-51%	-$2.35K	﹤0.01%	404
2023 Q2	$4.57K	Sell	84 -359	-81%	-$18.5K	﹤0.01%	383
2023 Q1	$22.3K	Hold	443	–	–	0.01%	334
2022 Q4	$20.9K	Hold	443	–	–	0.01%	308
2022 Q3	$20K	Buy	+443	New	+$21.7K	0.01%	312
2022 Q2	–	Sell	-885	Closed	-$49K	–	378
2022 Q1	$49K	Buy	885 +442	+100%	+$24.2K	0.02%	294
2021 Q4	$26K	Hold	443	–	–	0.01%	329
2021 Q3	$23K	Buy	+443	New	+$24.1K	0.01%	309