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

Centricity 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
Q2 		$24K Buy
321
+6
+2% +$416 0.02% 240
2025
Q1 		$21.4K Buy
315
+7
+2% +$501 0.02% 246
2024
Q4 		$22K Buy
+308
New +$22.2K 0.02% 242

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 22.96% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Centricity Wealth Management's SPTM Position: Q2 2025 in Review

Centricity Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.9% in Q2 2025, buying an estimated $416 and bringing the position to 321 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #240.

Centricity Wealth Management first reported a position in SPTM in Q4 2024 and has held it in 3 quarters since. 661 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

  • Centricity Wealth Management held 321 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $24K as of Q2 2025.
  • Centricity Wealth Management bought 6 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $416.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Centricity Wealth Management's portfolio in Q2 2025, its #240 holding.
  • Centricity Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 3 quarters since.
  • 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 Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.