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 $376B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Envestnet Asset Management

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

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return