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

Bank of Hawaii’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	$3.64M	Sell	46,044 -485	-1%	-$40.1K	0.19%	58
2025 Q4	$3.84M	Sell	46,529 -132	-0.3%	-$10.8K	0.19%	57
2025 Q3	$3.76M	Sell	46,661 -184	-0.4%	-$14.3K	0.19%	61
2025 Q2	$3.51M	Buy	46,845 +10,382	+28%	+$721K	0.19%	63
2025 Q1	$2.48M	Sell	36,463 -305	-0.8%	-$21.8K	0.14%	66
2024 Q4	$2.63M	Hold	36,768	–	–	0.15%	70
2024 Q3	$2.58M	Buy	36,768 +7,167	+24%	+$484K	0.11%	78
2024 Q2	$1.96M	Sell	29,601 -724	-2%	-$46.4K	0.09%	91
2024 Q1	$1.95M	Sell	30,325 -148	-0.5%	-$9.03K	0.09%	90
2023 Q4	$1.78M	Sell	30,473 -324	-1%	-$17.7K	0.1%	95
2023 Q3	$1.62M	Sell	30,797 -402	-1%	-$22K	0.09%	100
2023 Q2	$1.7M	Sell	31,199 -3,473	-10%	-$179K	0.09%	96
2023 Q1	$1.75M	Sell	34,672 -5,760	-14%	-$284K	0.1%	92
2022 Q4	$1.91M	Buy	+40,432	New	+$1.92M	0.12%	85

Other funds holding SPTM

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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 $755M AUM 20.43% 1-Year Est. Return

PFA

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

Bank of Hawaii's SPTM Position: Q1 2026 in Review

Bank of Hawaii reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1% in Q1 2026, selling an estimated $40.1K and leaving 46,044 shares worth $3.64M. The position accounts for 0.19% of the portfolio, ranked #58.

Bank of Hawaii first reported a position in SPTM in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.84M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Bank of Hawaii held 46,044 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $3.64M as of Q1 2026.
Bank of Hawaii sold 485 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $40.1K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.19% of Bank of Hawaii's portfolio in Q1 2026, its #58 holding.
Bank of Hawaii first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Bank of Hawaii's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.84M 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 Bank of Hawaii's 13F filing for Q1 2026, filed 15 May 2026.