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

Aspire Private Capital’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
2024
Q4 		– Sell
-1,437
Closed -$101K – 559
2024
Q3 		$101K Buy
1,437
+62
+5% +$4.19K 0.02% 192
2024
Q2 		$91.2K Hold
1,375
– – 0.02% 199
2024
Q1 		$88.2K Sell
1,375
-203
-13% -$12.4K 0.02% 198
2023
Q4 		$92.3K Sell
1,578
-3
-0.2% -$164 0.03% 185
2023
Q3 		$83K Sell
1,581
-893
-36% -$48.8K 0.03% 175
2023
Q2 		$135K Buy
2,474
+12
+0.5% +$619 0.04% 146
2023
Q1 		$124K Buy
2,462
+393
+19% +$19.4K 0.04% 148
2022
Q4 		$97.8K Sell
2,069
-761
-27% -$36.2K 0.04% 149
2022
Q3 		$125K Sell
2,830
-348
-11% -$17K 0.05% 143
2022
Q2 		$148K Sell
3,178
-1,054
-25% -$53.2K 0.05% 137
2022
Q1 		$235K Sell
4,232
-812
-16% -$44.5K 0.08% 125
2021
Q4 		$295K Sell
5,044
-345
-6% -$19.5K 0.09% 114
2021
Q3 		$286K Sell
5,389
-2,836
-34% -$154K 0.1% 116
2021
Q2 		$436K Sell
8,225
-13,837
-63% -$716K 0.14% 99
2021
Q1 		$1.08M Sell
22,062
-29,232
-57% -$1.4M 0.38% 43
2020
Q4 		$2.36M Buy
+51,294
New +$2.24M 0.9% 30

Other funds holding SPTM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

Aspire Private Capital's SPTM Position: Q4 2024 in Review

Aspire Private Capital sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2024, closing a stake of 1,437 shares — an estimated $101K sold.

Aspire Private Capital first reported a position in SPTM in Q4 2020 and held it in 16 quarters. The position peaked at $2.36M in Q4 2020. 633 funds tracked by Wall St. Rank hold SPTM as of Q4 2024.

  • Aspire Private Capital reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Aspire Private Capital sold 1,437 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2024, an estimated $101K.
  • Aspire Private Capital first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and held it in 16 quarters.
  • Aspire Private Capital's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.36M in Q4 2020.
  • 633 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.