Modera Wealth Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Modera Wealth Management’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.22M	Sell
2025 Q1	$2.03M	Sell
2024 Q4	$2.25M	Buy
2024 Q3	$395K	Sell
2024 Q2	$374K	Hold
2024 Q1	$362K	Hold
2023 Q4	$330K	Hold
2023 Q3	$296K	Sell
2023 Q2	$307K	Buy