Ridgeline Wealth Planning’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
$815K Hold
10,879
0.67% 16
2025
Q1
$740K Hold
10,879
0.73% 15
2024
Q4
$777K Buy
+10,879
New +$777K 0.74% 16