Wealthcare Capital Management’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 Q2	$2.26M	Sell	24,870 -724	-3%	-$63.7K	0.21%	28
2026 Q1	$2.02M	Buy	25,594 +3,661	+17%	+$302K	0.2%	29
2025 Q4	$1.81M	Buy	+21,933	New	+$1.79M	0.18%	27
2022 Q3	–	Sell	-36,950	Closed	-$1.72M	–	68
2022 Q2	$1.72M	Buy	36,950 +84	+0.2%	+$4.24K	0.19%	17
2022 Q1	$2.05M	Buy	36,866 +1,159	+3%	+$63.5K	0.2%	21
2021 Q4	$2.09M	Sell	35,707 -2,223	-6%	-$126K	0.19%	20
2021 Q3	$2.01M	Sell	37,930 -280	-0.7%	-$15.2K	0.19%	19
2021 Q2	$2.02M	Sell	38,210 -287	-0.7%	-$14.8K	0.19%	19
2021 Q1	$1.89M	Sell	38,497 -3,705	-9%	-$177K	0.19%	19
2020 Q4	$1.95M	Sell	42,202 -2,003	-5%	-$87.3K	0.2%	19
2020 Q3	$1.81M	Sell	44,205 -302	-0.7%	-$12.2K	0.21%	19
2020 Q2	$1.68M	Buy	44,507 +2	+0%	+$72	0.2%	19
2020 Q1	$1.4M	Sell	44,505 -203	-0.5%	-$7.64K	0.19%	20
2019 Q4	$1.78M	Sell	44,708 -102	-0.2%	-$3.89K	0.21%	19
2019 Q3	$1.65M	Sell	44,810 -9,006	-17%	-$330K	0.2%	19
2019 Q2	$1.96M	Sell	53,816 -425	-0.8%	-$15.2K	0.27%	15
2019 Q1	$1.91M	Sell	54,241 -1,317	-2%	-$44.6K	0.27%	15
2018 Q4	$1.72M	Buy	+55,558	New	+$1.86M	0.27%	16