Northeast Planning Associates NH’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	$201K	Buy	+2,681	New	+$201K	0.18%	47
2025 Q1	–	Sell	-12,316	Closed	-$880K	–	58
2024 Q4	$880K	Buy	+12,316	New	+$880K	0.91%	19