Kathleen S. Wright Associates’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
2024 Q4	–	Sell	-431	Closed	-$30.2K	–	295
2024 Q3	$30.2K	Hold	431	–	–	0.01%	182
2024 Q2	$28.6K	Buy	+431	New	+$28.6K	0.01%	162