Fourth Dimension Wealth’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.6M	Buy	167,751 +16,880	+11%	+$1.26M	5.31%	1
2025 Q1	$10.3M	Sell	150,871 -21,716	-13%	-$1.48M	4.96%	2
2024 Q4	$12.3M	Buy	+172,587	New	+$12.3M	6.44%	2