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Capital Market Strategies’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Capital Market Strategies’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 		$246K Buy
+3,286
New +$228K 0.17% 117

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $171B AUM 24.68% 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 $9.42B AUM 17.63% 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 $20.6B AUM 34.61% 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 22.9% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Capital Market Strategies's SPTM Position: Q2 2025 in Review

Capital Market Strategies opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2025: 3,286 shares worth $246K. The stake represents 0.17% of the portfolio and ranks #117 among its holdings.

661 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

  • Capital Market Strategies held 3,286 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $246K as of Q2 2025.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Capital Market Strategies position in Q2 2025.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.17% of Capital Market Strategies's portfolio in Q2 2025, its #117 holding.
  • 661 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.