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

Arlington Trust’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 Q2	$765K	Hold	8,431	–	–	0.06%	47
2026 Q1	$667K	Hold	8,431	–	–	0.06%	48
2025 Q4	$696K	Sell	8,431 -1,950	-19%	-$159K	0.07%	44
2025 Q3	$837K	Hold	10,381	–	–	0.15%	71
2025 Q2	$777K	Sell	10,381 -684	-6%	-$47.5K	0.15%	75
2025 Q1	$753K	Buy	11,065 +2,970	+37%	+$213K	0.16%	76
2024 Q4	$578K	Sell	8,095 -16	-0.2%	-$1.15K	0.12%	87
2024 Q3	$568K	Buy	+8,111	New	+$548K	0.12%	85

Other funds holding SPTM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $127M AUM