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

SpringVest Wealth Management’s Portfolio SPTM Stock Details SPTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$520K Buy
6,946
+4
+0.1% +$300 0.42% 38
2025
Q1 		$472K Buy
6,942
+11
+0.2% +$748 0.39% 39
2024
Q4 		$495K Buy
+6,931
New +$495K 0.42% 38