Journey Strategic 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	$378K	Sell	5,052 -3,496	-41%	-$262K	0.01%	361
2025 Q1	$581K	Sell	8,548 -4,204	-33%	-$286K	0.02%	203
2024 Q4	$911K	Sell	12,752 -12,534	-50%	-$895K	0.03%	133
2024 Q3	$1.77M	Buy	+25,286	New	+$1.77M	0.06%	81