Principia Wealth Advisory’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	$12.2M	Sell	163,049 -18,974	-10%	-$1.42M	10.33%	1
2025 Q1	$12M	Buy	182,023 +4,230	+2%	+$279K	11.51%	1
2024 Q4	$12.7M	Buy	+177,793	New	+$12.7M	11.92%	1