LVM Capital Management’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	$4.52M	Sell	60,298 -625	-1%	-$46.8K	0.47%	45
2025 Q1	$4.14M	Buy	60,923 +1,680	+3%	+$114K	0.46%	45
2024 Q4	$4.23M	Sell	59,243 -3,466	-6%	-$248K	0.46%	43
2024 Q3	$4.16M	Hold	62,709	–	–	0.47%	43
2024 Q2	$4.16M	Sell	62,709 -1,485	-2%	-$98.5K	0.47%	43
2024 Q1	$4.12M	Hold	64,194	–	–	0.49%	41
2023 Q4	$3.75M	Sell	64,194 -1,735	-3%	-$101K	0.48%	42
2023 Q3	$3.46M	Sell	65,929 -1,165	-2%	-$61.2K	0.49%	44
2023 Q2	$3.65M	Sell	67,094 -2,310	-3%	-$126K	0.49%	44
2023 Q1	$3.5M	Hold	69,404	–	–	0.49%	50
2022 Q4	$3.28M	Sell	69,404 -1,815	-3%	-$85.8K	0.48%	48
2022 Q3	$3.14M	Buy	71,219 +1,606	+2%	+$70.8K	0.48%	49
2022 Q2	$3.24M	Buy	69,613 +11,870	+21%	+$552K	0.47%	49
2022 Q1	$3.21M	Hold	57,743	–	–	0.42%	47
2021 Q4	$3.38M	Sell	57,743 -2,964	-5%	-$173K	0.45%	46
2021 Q3	$3.22M	Hold	60,707	–	–	0.49%	46
2021 Q2	$3.22M	Sell	60,707 -1,610	-3%	-$85.3K	0.49%	46
2021 Q1	$3.07M	Sell	62,317 -3,225	-5%	-$159K	0.5%	46
2020 Q4	$3.02M	Sell	65,542 -4,365	-6%	-$201K	0.51%	44
2020 Q3	$2.86M	Hold	69,907	–	–	0.55%	39
2020 Q2	$2.64M	Hold	69,907	–	–	0.54%	41
2020 Q1	$2.2M	Buy	69,907 +1,585	+2%	+$49.9K	0.54%	40
2019 Q4	$2.72M	Buy	68,322 +1,110	+2%	+$44.2K	0.54%	39
2019 Q3	$2.47M	Buy	67,212 +2,847	+4%	+$105K	0.52%	40
2019 Q2	$2.35M	Hold	64,365	–	–	0.54%	41
2019 Q1	$2.26M	Hold	64,365	–	–	0.52%	41
2018 Q4	$1.99M	Hold	64,365	–	–	0.52%	40
2018 Q3	$2.33M	Buy	+64,365	New	+$2.33M	0.53%	40