OneAscent Financial Services’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

OneAscent Financial Services’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	$2.1M	Buy
2025 Q1	$1.87M	Buy
2024 Q4	$1.91M	Buy
2024 Q3	–	Sell
2024 Q2	$1.78M	Buy
2024 Q1	$1.7M	Buy
2023 Q4	$1.41M	Buy
2022 Q4	–	Sell
2022 Q3	$1.06M	Sell
2022 Q2	$1.23M	Buy