MAI 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
$173K Hold
2,308
﹤0.01% 1191
2025
Q1
$157K Hold
2,308
﹤0.01% 1158
2024
Q4
$165K Sell
2,308
-1,900
-45% -$136K ﹤0.01% 1155
2024
Q3
$295K Buy
+4,208
New +$295K ﹤0.01% 854
2024
Q2
Sell
-4,029
Closed -$258K 1249
2024
Q1
$258K Buy
+4,029
New +$258K ﹤0.01% 1000