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

Broadway Wealth Solutions’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	–	Sell	-4,509	Closed	-$372K	–	100
2025 Q4	$372K	Sell	4,509 -97	-2%	-$7.93K	0.2%	47
2025 Q3	$372K	Buy	4,606 +105	+2%	+$8.16K	0.21%	44
2025 Q2	$337K	Sell	4,501 -167	-4%	-$11.6K	0.21%	47
2025 Q1	$317K	Sell	4,668 -211	-4%	-$15.1K	0.23%	45
2024 Q4	$348K	Buy	+4,879	New	+$351K	0.26%	41

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

Broadway Wealth Solutions's SPTM Position: Q1 2026 in Review

Broadway Wealth Solutions sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2026, closing a stake of 4,509 shares — an estimated $372K sold.

Broadway Wealth Solutions first reported a position in SPTM in Q4 2024 and held it in 5 quarters. The position peaked at $372K in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Broadway Wealth Solutions reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Broadway Wealth Solutions sold 4,509 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $372K.
Broadway Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and held it in 5 quarters.
Broadway Wealth Solutions's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $372K 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 Broadway Wealth Solutions's 13F filing for Q1 2026, filed 22 Apr 2026.