Badgley Phelps Wealth Managers’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Badgley Phelps Wealth Managers’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	-7,110	Closed	-$484K	–	304
2025 Q1	$484K	Buy	7,110 +10	+0.1%	+$716	0.01%	214
2024 Q4	$507K	Buy	+7,100	New	+$511K	0.01%	211
2022 Q4	–	Sell	-263,723	Closed	-$11.6M	–	221
2022 Q3	$11.6M	Buy	+263,723	New	+$12.9M	0.5%	70
2022 Q1	–	Sell	-8,400	Closed	-$491K	–	225
2021 Q4	$491K	Hold	8,400	–	–	0.02%	162
2021 Q3	$445K	Buy	+8,400	New	+$457K	0.02%	162

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Badgley Phelps Wealth Managers's SPTM Position: Q2 2025 in Review

Badgley Phelps Wealth Managers sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2025, closing a stake of 7,110 shares — an estimated $484K sold.

Badgley Phelps Wealth Managers first reported a position in SPTM in Q3 2021 and held it in 5 quarters. The position peaked at $11.6M in Q3 2022. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

Badgley Phelps Wealth Managers 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.
Badgley Phelps Wealth Managers sold 7,110 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $484K.
Badgley Phelps Wealth Managers first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and held it in 5 quarters.
Badgley Phelps Wealth Managers's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $11.6M in Q3 2022.
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 Badgley Phelps Wealth Managers's 13F filing for Q2 2025, filed 16 Jul 2025.