Truepoint Inc’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 Q1	–	Sell	-2,491	Closed	-$206K	–	155
2025 Q4	$206K	Sell	2,491 -3,000	-55%	-$245K	﹤0.01%	142
2025 Q3	$443K	Hold	5,491	–	–	0.01%	103
2025 Q2	$411K	Hold	5,491	–	–	0.01%	105
2025 Q1	$373K	Sell	5,491 -63	-1%	-$4.51K	0.01%	102
2024 Q4	$397K	Sell	5,554 -123	-2%	-$8.85K	0.01%	100
2024 Q3	$398K	Buy	5,677 +186	+3%	+$12.6K	0.01%	103
2024 Q2	$364K	Hold	5,491	–	–	0.01%	96
2024 Q1	$352K	Hold	5,491	–	–	0.01%	102
2023 Q4	$321K	Hold	5,491	–	–	0.01%	161
2023 Q3	$288K	Sell	5,491 -14	-0.3%	-$765	0.01%	151
2023 Q2	$300K	Buy	+5,505	New	+$284K	0.01%	122
2020 Q1	–	Sell	-5,908	Closed	-$235K	–	103
2019 Q4	$235K	Buy	5,908 +60	+1%	+$2.29K	0.02%	110
2019 Q3	$215K	Buy	5,848 +310	+6%	+$11.4K	0.02%	104
2019 Q2	$202K	Buy	+5,538	New	+$198K	0.02%	117