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

Beam Wealth Advisors’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	$4.09M	Sell	51,726 -2,555	-5%	-$211K	1.02%	21
2025 Q4	$4.48M	Sell	54,281 -2,565	-5%	-$210K	1.23%	15
2025 Q3	$4.58M	Sell	56,846 -8,319	-13%	-$646K	1.25%	18
2025 Q2	$4.88M	Sell	65,165 -447	-0.7%	-$31K	1.45%	15
2025 Q1	$4.46M	Buy	65,612 +172	+0.3%	+$12.3K	1.51%	13
2024 Q4	$4.67M	Buy	65,440 +183	+0.3%	+$13.2K	1.48%	16
2024 Q3	$4.57M	Sell	65,257 -371	-0.6%	-$25.1K	1.39%	15
2024 Q2	$4.35M	Buy	+65,628	New	+$4.2M	1.45%	15
2020 Q1	–	Sell	-11,187	Closed	-$446K	–	172
2019 Q4	$446K	Buy	+11,187	New	+$426K	0.42%	75

Other funds holding SPTM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Creative Planning

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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

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 $32.1B AUM 59.58% 1-Year Est. Return

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

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

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