Ameriprise
SPTM icon

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

Ameriprise’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 		$101M Sell
1,275,581
-156,161
-11% -$12.9M 0.02% 550
2025
Q4 		$118M Buy
1,431,742
+20,555
+1% +$1.68M 0.03% 503
2025
Q3 		$114M Buy
1,411,187
+36,760
+3% +$2.86M 0.03% 515
2025
Q2 		$103M Sell
1,374,427
-50,703
-4% -$3.52M 0.03% 542
2025
Q1 		$96.8M Sell
1,425,130
-112,018
-7% -$8.02M 0.03% 554
2024
Q4 		$110M Buy
1,537,148
+108,566
+8% +$7.81M 0.03% 515
2024
Q3 		$100M Sell
1,428,582
-89,736
-6% -$6.06M 0.03% 547
2024
Q2 		$101M Sell
1,518,318
-61,248
-4% -$3.92M 0.03% 511
2024
Q1 		$101M Buy
1,579,566
+912,834
+137% +$55.7M 0.03% 530
2023
Q4 		$39M Sell
666,732
-243,645
-27% -$13.3M 0.01% 891
2023
Q3 		$47.8M Sell
910,377
-114,076
-11% -$6.23M 0.02% 760
2023
Q2 		$55.8M Buy
1,024,453
+28,089
+3% +$1.45M 0.02% 714
2023
Q1 		$50.3M Sell
996,364
-198,793
-17% -$9.82M 0.02% 753
2022
Q4 		$56.5M Buy
1,195,157
+108,463
+10% +$5.15M 0.02% 679
2022
Q3 		$48.1M Buy
1,086,694
+430,368
+66% +$21.1M 0.02% 722
2022
Q2 		$30.5M Sell
656,326
-219,375
-25% -$11.1M 0.01% 951
2022
Q1 		$48.7M Buy
875,701
+546,457
+166% +$30M 0.01% 822
2021
Q4 		$19.2M Buy
329,244
+184,271
+127% +$10.4M 0.01% 1437
2021
Q3 		$7.68M Buy
144,973
+35,620
+33% +$1.94M ﹤0.01% 2069
2021
Q2 		$5.79M Buy
109,353
+10,554
+11% +$546K ﹤0.01% 2352
2021
Q1 		$4.87M Sell
98,799
-211,287
-68% -$10.1M ﹤0.01% 2409
2020
Q4 		$14.3M Buy
310,086
+8,144
+3% +$355K 0.01% 1473
2020
Q3 		$12.4M Sell
301,942
-45,596
-13% -$1.85M 0.01% 1406
2020
Q2 		$13.1M Buy
347,538
+61,854
+22% +$2.21M 0.01% 1335
2020
Q1 		$8.98M Sell
285,684
-96,072
-25% -$3.61M ﹤0.01% 1465
2019
Q4 		$15.2M Sell
381,756
-14,452
-4% -$551K 0.01% 1378
2019
Q3 		$14.5M Buy
396,208
+37,030
+10% +$1.36M 0.01% 1390
2019
Q2 		$13.1M Buy
359,178
+59,059
+20% +$2.12M 0.01% 1514
2019
Q1 		$10.6M Buy
300,119
+32,816
+12% +$1.11M ﹤0.01% 1652
2018
Q4 		$8.26M Buy
267,303
+19,736
+8% +$659K ﹤0.01% 1750
2018
Q3 		$8.96M Sell
247,567
-2,470
-1% -$87.9K ﹤0.01% 1952
2018
Q2 		$8.5M Sell
250,037
-48,463
-16% -$1.64M ﹤0.01% 1865
2018
Q1 		$9.8M Buy
298,500
+87,474
+41% +$2.96M ﹤0.01% 1689
2017
Q4 		$7.01M Buy
211,026
+27,918
+15% +$903K ﹤0.01% 1887
2017
Q3 		$5.73M Buy
183,108
+35,022
+24% +$1.07M ﹤0.01% 2000
2017
Q2 		$4.42M Buy
148,086
+81,612
+123% +$2.43M ﹤0.01% 2171
2017
Q1 		$1.95M Buy
+66,474
New +$1.92M ﹤0.01% 2586
2014
Q1 		– Sell
-930
Closed -$22K – 5395
2013
Q4 		$22K Buy
+930
New +$20.7K ﹤0.01% 4028

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 $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Ameriprise's SPTM Position: Q1 2026 in Review

Ameriprise reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 11% in Q1 2026, selling an estimated $12.9M and leaving 1,275,581 shares worth $101M. The position accounts for 0.02% of the portfolio, ranked #550.

Ameriprise first reported a position in SPTM in Q4 2013 and has held it in 38 quarters since. The position peaked at $118M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Ameriprise held 1,275,581 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $101M as of Q1 2026.
  • Ameriprise sold 156,161 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $12.9M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Ameriprise's portfolio in Q1 2026, its #550 holding.
  • Ameriprise first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2013 and has held it in 38 quarters since.
  • Ameriprise's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $118M in Q4 2025.
  • 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 Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.