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

Trevian 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 		$219K Buy
+2,927
New +$219K 0.13% 33
2025
Q1 		– Sell
-2,927
Closed -$209K – 28
2024
Q4 		$209K Hold
2,927
– – 0.15% 29
2024
Q3 		$205K Buy
+2,927
New +$205K 0.17% 29