Center For Asset Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Center For Asset 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
2026 Q2	$1.72M	Sell	18,957 -419	-2%	-$36.9K	0.76%	39
2026 Q1	$1.53M	Buy	19,376 +9,961	+106%	+$823K	0.76%	40
2025 Q4	$777K	Sell	9,415 -860	-8%	-$70.3K	0.41%	63
2025 Q3	$829K	Buy	+10,275	New	+$798K	0.44%	51
2022 Q4	–	Sell	-7,798	Closed	-$344K	–	116
2022 Q3	$344K	Sell	7,798 -149	-2%	-$7.29K	0.34%	75
2022 Q2	$369K	Sell	7,947 -3,605	-31%	-$182K	0.34%	66
2022 Q1	$642K	Sell	11,552 -3,136	-21%	-$172K	0.5%	44
2021 Q4	$859K	Sell	14,688 -2,018	-12%	-$114K	0.64%	36
2021 Q3	$885K	Sell	16,706 -574	-3%	-$31.2K	0.74%	36
2021 Q2	$915K	Buy	17,280 +3,966	+30%	+$205K	0.79%	38
2021 Q1	$655K	Sell	13,314 -403	-3%	-$19.3K	0.63%	41
2020 Q4	$632K	Buy	+13,717	New	+$598K	0.63%	42

Other funds holding SPTM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

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

PFA

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Center For Asset Management's SPTM Position: Q2 2026 in Review

Center For Asset Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.2% in Q2 2026, selling an estimated $36.9K and leaving 18,957 shares worth $1.72M. The position accounts for 0.76% of the portfolio, ranked #39.

Center For Asset Management first reported a position in SPTM in Q4 2020 and has held it in 12 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Center For Asset Management held 18,957 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.72M as of Q2 2026.
Center For Asset Management sold 419 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $36.9K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.76% of Center For Asset Management's portfolio in Q2 2026, its #39 holding.
Center For Asset Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 12 quarters since.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.