Investment Planning Advisors’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	$3.09M	Sell	41,241 -135,078	-77%	-$10.1M	1.09%	13
2025 Q1	$12M	Sell	176,319 -6,278	-3%	-$427K	4.87%	7
2024 Q4	$13M	Buy	182,597 +152,787	+513%	+$10.9M	5.7%	6
2024 Q3	$1.98M	Hold	29,810	–	–	1.01%	23
2024 Q2	$1.98M	Buy	+29,810	New	+$1.98M	1.01%	23