Plante Moran Financial Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$87.9K	Hold	1,112	–	–	0.01%	244
2025 Q4	$91.7K	Hold	1,112	–	–	0.01%	243
2025 Q3	$89.7K	Hold	1,112	–	–	0.01%	259
2025 Q2	$83.3K	Hold	1,112	–	–	0.01%	265
2025 Q1	$75.6K	Hold	1,112	–	–	0.01%	279
2024 Q4	$79.4K	Hold	1,112	–	–	0.01%	289
2024 Q3	$77.9K	Hold	1,112	–	–	0.01%	316
2024 Q2	$73.8K	Sell	1,112 -2,307	-67%	-$148K	0.01%	280
2024 Q1	$219K	Sell	3,419 -410	-11%	-$25K	0.02%	161
2023 Q4	$224K	Buy	3,829 +1,522	+66%	+$83.1K	0.02%	153
2023 Q3	$121K	Hold	2,307	–	–	0.01%	206
2023 Q2	$126K	Hold	2,307	–	–	0.01%	212
2023 Q1	$116K	Sell	2,307 -123	-5%	-$6.07K	0.02%	213
2022 Q4	$115K	Buy	2,430 +11	+0.5%	+$523	0.02%	216
2022 Q3	$107K	Buy	+2,419	New	+$118K	0.02%	205
2018 Q4	–	Sell	-5,885	Closed	-$213K	–	960
2018 Q3	$213K	Buy	+5,885	New	+$209K	0.07%	141
2017 Q3	–	Sell	-108	Closed	-$3K	–	859
2017 Q2	$3K	Buy	+108	New	+$3.22K	﹤0.01%	726