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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-864	Closed	-$61.7K	–	387
2024 Q4	$61.7K	Buy	+864	New	+$61.7K	0.06%	191