MJP Associates’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.88M	Sell	49,122 -2,291	-4%	-$189K	0.47%	32
2025 Q4	$4.24M	Buy	51,413 +2,116	+4%	+$173K	0.53%	28
2025 Q3	$3.98M	Buy	49,297 +3,520	+8%	+$274K	0.52%	26
2025 Q2	$3.43M	Buy	45,777 +1,549	+4%	+$108K	0.51%	26
2025 Q1	$3.01M	Buy	44,228 +390	+0.9%	+$27.9K	0.54%	28
2024 Q4	$3.13M	Buy	43,838 +548	+1%	+$39.4K	0.56%	28
2024 Q3	$3.03M	Sell	43,290 -1,284	-3%	-$86.7K	0.58%	27
2024 Q2	$2.96M	Buy	44,574 +469	+1%	+$30K	0.62%	24
2024 Q1	$2.83M	Buy	44,105 +1,866	+4%	+$114K	0.62%	26
2023 Q4	$2.47M	Sell	42,239 -424	-1%	-$23.2K	0.66%	20
2023 Q3	$2.24M	Buy	42,663 +1,652	+4%	+$90.3K	0.65%	21
2023 Q2	$2.23M	Buy	41,011 +4,604	+13%	+$238K	0.74%	19
2023 Q1	$1.84M	Sell	36,407 -7,817	-18%	-$386K	0.57%	19
2022 Q4	$2.09M	Sell	44,224 -2,934	-6%	-$139K	0.62%	22
2022 Q3	$2.08M	Buy	47,158 +178	+0.4%	+$8.71K	0.62%	19
2022 Q2	$2.18M	Sell	46,980 -70,977	-60%	-$3.58M	0.61%	21
2022 Q1	$6.56M	Sell	117,957 -18,845	-14%	-$1.03M	1.67%	17
2021 Q4	$8.04M	Buy	136,802 +2,443	+2%	+$138K	2.42%	10
2021 Q3	$7.12M	Buy	134,359 +13,951	+12%	+$759K	2.41%	10
2021 Q2	$6.38M	Buy	120,408 +11,793	+11%	+$610K	2.18%	11
2021 Q1	$5.34M	Buy	108,615 +5,962	+6%	+$285K	2.17%	9
2020 Q4	$4.73M	Buy	+102,653	New	+$4.47M	2.09%	14