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

Waverly Advisors’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	$26.2M	Sell
2025 Q1	$23.9M	Sell
2024 Q4	$25.3M	Sell
2024 Q3	$25.6M	Sell
2024 Q2	$26.8M	Sell
2024 Q1	$26M	Buy