Central Pacific Bank - Trust Division’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Central Pacific Bank - Trust Division’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	–	Sell	-56	Closed	-$3.81K	–	867
2025 Q1	$3.81K	Hold	56	–	–	﹤0.01%	752
2024 Q4	$4K	Hold	56	–	–	﹤0.01%	770
2024 Q3	$3.92K	Hold	56	–	–	﹤0.01%	760
2024 Q2	$3.72K	Hold	56	–	–	﹤0.01%	841
2024 Q1	$3.58K	Buy	+56	New	+$3.42K	﹤0.01%	838

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HFS

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

Central Pacific Bank - Trust Division's SPTM Position: Q2 2025 in Review

Central Pacific Bank - Trust Division sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2025, closing a stake of 56 shares — an estimated $3.81K sold.

Central Pacific Bank - Trust Division first reported a position in SPTM in Q1 2024 and held it in 5 quarters. The position peaked at $4K in Q4 2024. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

Central Pacific Bank - Trust Division reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Central Pacific Bank - Trust Division sold 56 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $3.81K.
Central Pacific Bank - Trust Division first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and held it in 5 quarters.
Central Pacific Bank - Trust Division's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4K in Q4 2024.
659 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Central Pacific Bank - Trust Division's 13F filing for Q2 2025, filed 2 Jul 2025.