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Ridgeline Wealth’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Ridgeline Wealth’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$415K Sell
5,537
-4,882
-47% -$366K 0.34% 33
2025
Q1 		$709K Hold
10,419
– – 0.6% 23
2024
Q4 		$744K Buy
+10,419
New +$744K 0.61% 24