Kingswood Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Kingswood Wealth Advisors’s Portfolio SPTM Stock Details SPTM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$464K	Hold
2025 Q2	$430K	Sell
2025 Q1	$393K	Hold
2024 Q4	$413K	Buy
2024 Q3	–	Sell
2024 Q2	$389K	Sell
2024 Q1	$381K	Sell
2023 Q4	$365K	Hold
2023 Q3	$327K	Buy