Vertex Planning Partners’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Vertex Planning Partners’s Portfolio SPTM Stock Details SPTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$868K	Buy
2025 Q1	$758K	Sell
2024 Q4	$845K	Buy
2024 Q3	$764K	Buy
2024 Q2	$707K	Sell
2024 Q1	$705K	Buy
2023 Q4	$583K	Buy
2023 Q3	$370K	Buy
2023 Q2	$361K	Buy
2023 Q1	$323K	Sell
2022 Q4	$414K	Buy