AWM
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AE Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

AE Wealth Management’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
2026
Q1 		$3.13M Buy
39,599
+619
+2% +$51.1K 0.02% 524
2025
Q4 		$3.22M Sell
38,980
-1,691
-4% -$138K 0.02% 478
2025
Q3 		$3.28M Sell
40,671
-9,291
-19% -$722K 0.02% 441
2025
Q2 		$3.74M Sell
49,962
-54,803
-52% -$3.8M 0.03% 408
2025
Q1 		$7.13M Buy
104,765
+29,461
+39% +$2.11M 0.06% 289
2024
Q4 		$5.38M Buy
75,304
+23,159
+44% +$1.67M 0.05% 328
2024
Q3 		$3.65M Buy
52,145
+10,678
+26% +$721K 0.03% 394
2024
Q2 		$2.75M Buy
41,467
+125
+0.3% +$8K 0.03% 450
2024
Q1 		$2.65M Sell
41,342
-194,134
-82% -$11.8M 0.03% 429
2023
Q4 		$14.1M Sell
235,476
-289,732
-55% -$15.8M 0.07% 318
2023
Q3 		$27.6M Buy
525,208
+57,158
+12% +$3.12M 0.16% 137
2023
Q2 		$25.5M Buy
468,050
+63,648
+16% +$3.28M 0.15% 152
2023
Q1 		$20.4M Buy
404,402
+168,247
+71% +$8.31M 0.13% 180
2022
Q4 		$11.2M Sell
236,155
-222,896
-49% -$10.6M 0.08% 294
2022
Q3 		$20.2M Sell
459,051
-12,241
-3% -$599K 0.16% 141
2022
Q2 		$21.9M Sell
471,292
-148,308
-24% -$7.49M 0.18% 136
2022
Q1 		$34.4M Buy
619,600
+1,504
+0.2% +$82.5K 0.24% 95
2021
Q4 		$36.1M Buy
618,096
+95,269
+18% +$5.39M 0.25% 88
2021
Q3 		$27.7M Buy
522,827
+13,027
+3% +$709K 0.23% 99
2021
Q2 		$27M Buy
509,800
+103,304
+25% +$5.35M 0.24% 102
2021
Q1 		$20M Sell
406,496
-18,542
-4% -$887K 0.2% 110
2020
Q4 		$19.6M Buy
425,038
+397,096
+1,421% +$17.3M 0.22% 101
2020
Q3 		$1.14M Sell
27,942
-91,491
-77% -$3.71M 0.02% 597
2020
Q2 		$4.51M Buy
119,433
+94,902
+387% +$3.39M 0.07% 235
2020
Q1 		$772K Sell
24,531
-168,079
-87% -$6.32M 0.02% 551
2019
Q4 		$7.68M Buy
192,610
+134,588
+232% +$5.13M 0.17% 118
2019
Q3 		$2.13M Buy
58,022
+51,947
+855% +$1.9M 0.06% 264
2019
Q2 		$221K Buy
6,075
+153
+3% +$5.48K 0.01% 866
2019
Q1 		$208K Buy
+5,922
New +$200K 0.01% 583

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

AE Wealth Management's SPTM Position: Q1 2026 in Review

AE Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.6% in Q1 2026, buying an estimated $51.1K and bringing the position to 39,599 shares worth $3.13M. The position accounts for 0.02% of the portfolio, ranked #524.

AE Wealth Management first reported a position in SPTM in Q1 2019 and has held it in 29 quarters since. The position peaked at $36.1M in Q4 2021. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • AE Wealth Management held 39,599 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $3.13M as of Q1 2026.
  • AE Wealth Management bought 619 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $51.1K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #524 holding.
  • AE Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and has held it in 29 quarters since.
  • AE Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $36.1M in Q4 2021.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.