JP Morgan Chase’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	$30.2M	Buy	393,149 +56,584	+17%	+$4.67M	﹤0.01%	1732
2025 Q4	$27.8M	Buy	336,565 +17,678	+6%	+$1.45M	﹤0.01%	1789
2025 Q3	$25.7M	Buy	318,887 +30,281	+10%	+$2.35M	﹤0.01%	1897
2025 Q2	$21.6M	Buy	288,606 +20,320	+8%	+$1.41M	﹤0.01%	1901
2025 Q1	$18.2M	Buy	268,286 +52,857	+25%	+$3.78M	﹤0.01%	2001
2024 Q4	$15.4M	Buy	215,429 +35,391	+20%	+$2.55M	﹤0.01%	2285
2024 Q3	$12.6M	Buy	180,038 +22,560	+14%	+$1.52M	﹤0.01%	2405
2024 Q2	$10.5M	Buy	157,478 +12,649	+9%	+$810K	﹤0.01%	2426
2024 Q1	$9.29M	Buy	144,829 +7,032	+5%	+$429K	﹤0.01%	2558
2023 Q4	$8.05M	Sell	137,797 -3,559	-3%	-$194K	﹤0.01%	2665
2023 Q3	$7.39M	Buy	141,356 +34,145	+32%	+$1.87M	﹤0.01%	2528
2023 Q2	$5.84M	Buy	107,211 +47,239	+79%	+$2.44M	﹤0.01%	2741
2023 Q1	$3.02M	Sell	59,972 -53,322	-47%	-$2.63M	﹤0.01%	3225
2022 Q4	$5.36M	Buy	+113,294	New	+$5.38M	﹤0.01%	2762
2022 Q2	–	Sell	-1,040	Closed	-$58K	–	6880
2022 Q1	$58K	Buy	+1,040	New	+$57K	﹤0.01%	5738
2021 Q2	–	Sell	-308	Closed	-$15K	–	6607
2021 Q1	$15K	Buy	+308	New	+$14.7K	﹤0.01%	5748
2020 Q1	–	Sell	-744	Closed	-$30K	–	5699
2019 Q4	$30K	Buy	+744	New	+$28.4K	﹤0.01%	5251