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AllGen Financial Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

AllGen Financial 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 		– Sell
-285,342
Closed -$19.4M – 50
2025
Q1 		$19.4M Buy
+285,342
New +$20.4M 5.74% 6

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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

AllGen Financial Advisors's SPTM Position: Q2 2025 in Review

AllGen Financial Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2025, closing a stake of 285,342 shares — an estimated $19.4M sold.

AllGen Financial Advisors first reported a position in SPTM in Q1 2025 and held it in 1 quarter. The position peaked at $19.4M in Q1 2025. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

  • AllGen Financial Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • AllGen Financial Advisors sold 285,342 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $19.4M.
  • AllGen Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and held it in 1 quarter.
  • AllGen Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $19.4M in Q1 2025.
  • 659 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on AllGen Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.