Sheets Smith Wealth Management’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 Q2	$7.07M	Buy	77,837 +15,260	+24%	+$1.34M	0.71%	33
2026 Q1	$4.95M	Buy	62,577 +17,149	+38%	+$1.42M	0.56%	45
2025 Q4	$3.75M	Buy	45,428 +752	+2%	+$61.5K	0.41%	57
2025 Q3	$3.6M	Buy	44,676 +2,325	+5%	+$181K	0.41%	59
2025 Q2	$3.17M	Buy	42,351 +295	+0.7%	+$20.5K	0.37%	67
2025 Q1	$2.86M	Buy	42,056 +2,543	+6%	+$182K	0.36%	69
2024 Q4	$2.82M	Buy	39,513 +10,760	+37%	+$774K	0.34%	72
2024 Q3	$2.01M	Sell	28,753 -104	-0.4%	-$7.02K	0.25%	98
2024 Q2	$1.91M	Buy	28,857 +1,863	+7%	+$119K	0.23%	104
2024 Q1	$1.73M	Sell	26,994 -243	-0.9%	-$14.8K	0.19%	115
2023 Q4	$1.59M	Sell	27,237 -975	-3%	-$53.2K	0.23%	102
2023 Q3	$1.48M	Sell	28,212 -1,849	-6%	-$101K	0.23%	103
2023 Q2	$1.64M	Sell	30,061 -2,779	-8%	-$143K	0.24%	98
2023 Q1	$1.66M	Sell	32,840 -42	-0.1%	-$2.07K	0.25%	91
2022 Q4	$1.56M	Sell	32,882 -2,829	-8%	-$134K	0.24%	96
2022 Q3	$1.57M	Buy	35,711 +1,704	+5%	+$83.4K	0.26%	90
2022 Q2	$1.58M	Buy	34,007 +8,948	+36%	+$452K	0.26%	90
2022 Q1	$1.39M	Sell	25,059 -5,763	-19%	-$316K	0.19%	115
2021 Q4	$1.8M	Sell	30,822 -42,593	-58%	-$2.41M	0.22%	105
2021 Q3	$3.89M	Buy	73,415 +774	+1%	+$42.1K	0.53%	50
2021 Q2	$3.85M	Buy	72,641 +12,952	+22%	+$670K	0.52%	50
2021 Q1	$2.94M	Buy	59,689 +7,329	+14%	+$350K	0.43%	63
2020 Q4	$2.41M	Buy	52,360 +4,004	+8%	+$175K	0.36%	75
2020 Q3	$1.98M	Buy	48,356 +53	+0.1%	+$2.15K	0.34%	74
2020 Q2	$1.82M	Buy	48,303 +1,299	+3%	+$46.5K	0.37%	73
2020 Q1	$1.48M	Buy	+47,004	New	+$1.77M	0.31%	81