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Keystone Financial Group (Georgia)’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Keystone Financial Group (Georgia)’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Sell
14,549
-2,050
-12% -$156K 0.7% 24
2025
Q1 		$1.13M Sell
16,599
-361
-2% -$24.5K 0.79% 25
2024
Q4 		$1.21M Buy
+16,960
New +$1.21M 0.98% 19