Vertex Planning Partners’s 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
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