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

Aviso Wealth Management’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 		– Sell
-3,020
Closed -$244K – 151
2025
Q3 		$244K Hold
3,020
– – 0.11% 128
2025
Q2 		$226K Buy
+3,020
New +$210K 0.11% 134

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $171B AUM 24.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $20.6B AUM 34.61% 1-Year Est. Return

Aviso Wealth Management's SPTM Position: Q4 2025 in Review

Aviso Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2025, closing a stake of 3,020 shares — an estimated $244K sold.

Aviso Wealth Management first reported a position in SPTM in Q2 2025 and held it in 2 quarters. The position peaked at $244K in Q3 2025. 737 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

  • Aviso Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Aviso Wealth Management sold 3,020 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $244K.
  • Aviso Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and held it in 2 quarters.
  • Aviso Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $244K in Q3 2025.
  • 737 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2025.

Based on Aviso Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.