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Summit Trail Advisors’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Summit Trail Advisors’s Portfolio SPTM Stock Details SPTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$747K Buy
9,968
+4,667
+88% +$350K 0.01% 578
2025
Q1 		$361K Hold
5,301
– – 0.01% 291
2024
Q4 		$379K Buy
+5,301
New +$379K 0.01% 254