Jacksonville Wealth Management’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	$2.29M	Sell	30,545 -18,553	-38%	-$1.39M	1.84%	16
2025 Q1	$3.34M	Buy	49,098 +894	+2%	+$60.8K	3.29%	8
2024 Q4	$3.44M	Buy	+48,204	New	+$3.44M	3.21%	8