Moneta Group Investment Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Moneta Group Investment 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	$245K	Buy
2025 Q1	–	Sell
2024 Q4	$205K	Buy
2020 Q1	–	Sell
2019 Q4	$375K	Sell
2019 Q3	$346K	Buy
2019 Q2	$343K	Sell
2019 Q1	$1.03M	Sell
2018 Q4	$1.04M	Sell
2018 Q3	$1.4M	Buy