Successful Portfolios’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	$578K	Buy	6,310 +2	+0%	+$176	0.27%	73
2026 Q1	$496K	Sell	6,308 -184	-3%	-$15.2K	0.27%	76
2025 Q4	$546K	Buy	6,492 +61	+0.9%	+$4.99K	0.28%	76
2025 Q3	$519K	Sell	6,431 -98	-2%	-$7.62K	0.3%	69
2025 Q2	$489K	Buy	6,529 +1	+0%	+$69	0.3%	69
2025 Q1	$444K	Buy	6,528 +2	+0%	+$143	0.3%	73
2024 Q4	$466K	Buy	6,526 +230	+4%	+$16.6K	0.31%	68
2024 Q3	$441K	Sell	6,296 -925	-13%	-$62.5K	0.3%	74
2024 Q2	$479K	Buy	7,221 +81	+1%	+$5.19K	0.33%	62
2024 Q1	$458K	Sell	7,140 -5	-0.1%	-$305	0.31%	71
2023 Q4	$418K	Hold	7,145	–	–	0.31%	74
2023 Q3	$375K	Buy	7,145 +315	+5%	+$17.2K	0.33%	71
2023 Q2	$372K	Hold	6,830	–	–	0.32%	73
2023 Q1	$344K	Hold	6,830	–	–	0.22%	116
2022 Q4	$323K	Sell	6,830 -170	-2%	-$8.08K	0.21%	125
2022 Q3	$309K	Buy	7,000 +750	+12%	+$36.7K	0.22%	118
2022 Q2	$291K	Buy	6,250 +265	+4%	+$13.4K	0.2%	134
2022 Q1	$333K	Sell	5,985 -505	-8%	-$27.7K	0.19%	136
2021 Q4	$379K	Buy	6,490 +400	+7%	+$22.6K	0.21%	121
2021 Q3	$323K	Hold	6,090	–	–	0.19%	131
2021 Q2	$323K	Hold	6,090	–	–	0.2%	130
2021 Q1	$300K	Buy	6,090 +1,000	+20%	+$47.8K	0.2%	133
2020 Q4	$235K	Hold	5,090	–	–	0.17%	147
2020 Q3	$208K	Buy	+5,090	New	+$206K	0.17%	153
2020 Q1	–	Sell	-5,090	Closed	-$203K	–	168
2019 Q4	$203K	Sell	5,090 -900	-15%	-$34.3K	0.18%	151
2019 Q3	$220K	Buy	5,990 +300	+5%	+$11K	0.21%	132
2019 Q2	$207K	Sell	5,690 -100	-2%	-$3.58K	0.22%	127
2019 Q1	$204K	Buy	+5,790	New	+$196K	0.22%	127