North Star Investment 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	$58.2K	Buy	778 +3	+0.4%	+$225	﹤0.01%	604
2025 Q1	$52.7K	Buy	775 +2	+0.3%	+$136	﹤0.01%	599
2024 Q4	$55.2K	Buy	+773	New	+$55.2K	﹤0.01%	602
2022 Q4	–	Sell	-389	Closed	-$17K	–	1341
2022 Q3	$17K	Buy	+389	New	+$17K	﹤0.01%	727