Cerro Pacific Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Cerro Pacific Wealth Advisors’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	-4,044	Closed	-$289K	–	174
2025 Q1	$289K	Buy	4,044 +1,063	+36%	+$76.1K	0.09%	130
2024 Q4	$209K	Buy	+2,981	New	+$215K	0.07%	154
2022 Q2	–	Sell	-5,100	Closed	-$283K	–	142
2022 Q1	$283K	Hold	5,100	–	–	0.17%	109
2021 Q4	$298K	Buy	5,100 +636	+14%	+$36K	0.19%	106
2021 Q3	$237K	Hold	4,464	–	–	0.17%	114
2021 Q2	$236K	Buy	+4,464	New	+$231K	0.18%	112

Other funds holding SPTM

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

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

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

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

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

Cerro Pacific Wealth Advisors's SPTM Position: Q2 2025 in Review

Cerro Pacific Wealth Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2025, closing a stake of 4,044 shares — an estimated $289K sold.

Cerro Pacific Wealth Advisors first reported a position in SPTM in Q2 2021 and held it in 6 quarters. The position peaked at $298K in Q4 2021. 661 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

Cerro Pacific Wealth Advisors 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.
Cerro Pacific Wealth Advisors sold 4,044 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $289K.
Cerro Pacific Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and held it in 6 quarters.
Cerro Pacific Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $298K in Q4 2021.
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 Cerro Pacific Wealth Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.