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Better Money Decisions’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Better Money Decisions’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 		$1.44M Buy
19,177
+626
+3% +$43.4K 0.87% 26
2025
Q1 		$1.26M Sell
18,551
-688
-4% -$49.2K 0.84% 24
2024
Q4 		$1.37M Sell
19,239
-1,117
-5% -$80.4K 0.95% 22
2024
Q3 		$1.43M Buy
20,356
+725
+4% +$49K 1.01% 21
2024
Q2 		$1.3M Buy
19,631
+444
+2% +$28.4K 0.98% 21
2024
Q1 		$1.23M Buy
19,187
+776
+4% +$47.4K 0.98% 20
2023
Q4 		$1.08M Buy
18,411
+587
+3% +$32.1K 0.89% 23
2023
Q3 		$936K Sell
17,824
-619
-3% -$33.8K 0.82% 24
2023
Q2 		$1M Buy
18,443
+140
+0.8% +$7.22K 0.82% 25
2023
Q1 		$923K Sell
18,303
-67
-0.4% -$3.31K 0.78% 25
2022
Q4 		$869K Buy
18,370
+508
+3% +$24.1K 0.75% 29
2022
Q3 		$788K Buy
17,862
+327
+2% +$16K 0.77% 28
2022
Q2 		$815K Buy
17,535
+3,283
+23% +$166K 0.69% 28
2022
Q1 		$792K Sell
14,252
-6,681
-32% -$366K 0.74% 26
2021
Q4 		$1.22M Buy
20,933
+2,400
+13% +$136K 1.03% 19
2021
Q3 		$982K Buy
18,533
+50
+0.3% +$2.72K 0.81% 24
2021
Q2 		$979K Sell
18,483
-42
-0.2% -$2.17K 0.88% 21
2021
Q1 		$911K Buy
+18,525
New +$886K 0.94% 20

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $147B AUM 18.73% 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 $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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Better Money Decisions's SPTM Position: Q2 2025 in Review

Better Money Decisions increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.4% in Q2 2025, buying an estimated $43.4K and bringing the position to 19,177 shares worth $1.44M. The position accounts for 0.87% of the portfolio, ranked #26.

Better Money Decisions first reported a position in SPTM in Q1 2021 and has held it in 18 quarters since. 660 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

  • Better Money Decisions held 19,177 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.44M as of Q2 2025.
  • Better Money Decisions bought 626 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $43.4K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.87% of Better Money Decisions's portfolio in Q2 2025, its #26 holding.
  • Better Money Decisions first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2021 and has held it in 18 quarters since.
  • 660 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.