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AIFG Consultants’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

AIFG Consultants’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
Q4 		$522K Sell
6,322
-1,844
-23% -$151K 0.9% 28
2025
Q3 		$659K Sell
8,166
-1,584
-16% -$123K 1.16% 24
2025
Q2 		$730K Sell
9,750
-38,565
-80% -$2.68M 1.42% 21
2025
Q1 		$3.29M Sell
48,315
-4,153
-8% -$297K 5.41% 4
2024
Q4 		$3.75M Sell
52,468
-123,406
-70% -$8.88M 6.11% 3
2024
Q3 		$12.3M Sell
175,874
-19,838
-10% -$1.34M 9.36% 2
2024
Q2 		$13M Sell
195,712
-19,367
-9% -$1.24M 9.65% 2
2024
Q1 		$13.8M Buy
215,079
+3,301
+2% +$201K 9.94% 1
2023
Q4 		$12.4M Buy
211,778
+26,808
+14% +$1.46M 9.42% 4
2023
Q3 		$9.71M Sell
184,970
-2,323
-1% -$127K 8.05% 7
2023
Q2 		$10.2M Buy
187,293
+1,078
+0.6% +$55.6K 8.18% 6
2023
Q1 		$9.39M Buy
186,215
+1,889
+1% +$93.3K 7.95% 6
2022
Q4 		$8.72M Buy
+184,326
New +$8.76M 8.49% 2

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

AIFG Consultants's SPTM Position: Q4 2025 in Review

AIFG Consultants reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 23% in Q4 2025, selling an estimated $151K and leaving 6,322 shares worth $522K. The position accounts for 0.9% of the portfolio, ranked #28.

AIFG Consultants first reported a position in SPTM in Q4 2022 and has held it in 13 quarters since. The position peaked at $13.8M in Q1 2024. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

  • AIFG Consultants held 6,322 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $522K as of Q4 2025.
  • AIFG Consultants sold 1,844 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $151K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.9% of AIFG Consultants's portfolio in Q4 2025, its #28 holding.
  • AIFG Consultants first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 13 quarters since.
  • AIFG Consultants's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $13.8M in Q1 2024.
  • 734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2025.

Based on AIFG Consultants's 13F filing for Q4 2025, filed 4 Feb 2026.