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

Cahill Wealth Management’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 Q1	$1.79M	Sell	26,335 -230	-0.9%	-$16.5K	0.91%	19
2024 Q4	$1.9M	Sell	26,565 -124	-0.5%	-$8.92K	0.97%	18
2024 Q3	$1.87M	Sell	26,689 -5,956	-18%	-$402K	0.97%	18
2024 Q2	$2.11M	Buy	32,645 +7,293	+29%	+$467K	1.26%	14
2024 Q1	$1.63M	Buy	25,352 +2,212	+10%	+$135K	0.95%	18
2023 Q4	$1.35M	Sell	23,140 -409	-2%	-$22.3K	0.91%	18
2023 Q3	$1.24M	Sell	23,549 -174	-0.7%	-$9.51K	0.95%	17
2023 Q2	$1.29M	Buy	23,723 +5	+0%	+$258	0.89%	19
2023 Q1	$1.2M	Buy	23,718 +6	+0%	+$296	0.88%	21
2022 Q4	$1.21M	Buy	23,712 +2,574	+12%	+$122K	0.88%	18
2022 Q3	$932K	Sell	21,138 -433	-2%	-$21.2K	0.83%	19
2022 Q2	$1M	Sell	21,571 -1,864	-8%	-$94.1K	0.85%	19
2022 Q1	$1.3M	Buy	+23,435	New	+$1.28M	0.97%	15

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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 $21.8B AUM 28.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WAP

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Cahill Wealth Management's SPTM Position: Q1 2025 in Review

Cahill Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.87% in Q1 2025, selling an estimated $16.5K and leaving 26,335 shares worth $1.79M. The position accounts for 0.91% of the portfolio, ranked #19.

Cahill Wealth Management first reported a position in SPTM in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.11M in Q2 2024. 637 funds tracked by Wall St. Rank hold SPTM as of Q1 2025.

Cahill Wealth Management held 26,335 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.79M as of Q1 2025.
Cahill Wealth Management sold 230 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2025, an estimated $16.5K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.91% of Cahill Wealth Management's portfolio in Q1 2025, its #19 holding.
Cahill Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022 and has held it in 13 quarters since.
Cahill Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.11M in Q2 2024.
637 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2025.

Based on Cahill Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.