Cetera Investment Advisers
SPTM icon

Cetera Investment Advisers’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Cetera Investment Advisers’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
Q1 		$35.1M Buy
443,363
+163,826
+59% +$13.5M 0.04% 481
2025
Q4 		$23.1M Buy
279,537
+62,453
+29% +$5.11M 0.03% 608
2025
Q3 		$17.5M Buy
217,084
+118,054
+119% +$9.17M 0.02% 703
2025
Q2 		$7.42M Buy
99,030
+5,950
+6% +$413K 0.01% 980
2025
Q1 		$6.33M Buy
93,080
+6,881
+8% +$493K 0.01% 980
2024
Q4 		$6.16M Buy
86,199
+9,482
+12% +$682K 0.01% 939
2024
Q3 		$5.37M Buy
76,717
+3,480
+5% +$235K 0.01% 966
2024
Q2 		$4.86M Sell
73,237
-7,378
-9% -$472K 0.01% 1013
2024
Q1 		$5.17M Buy
80,615
+58,870
+271% +$3.59M 0.01% 970
2023
Q4 		$1.27M Buy
21,745
+439
+2% +$24K 0.01% 973
2023
Q3 		$1.12M Buy
21,306
+11,533
+118% +$630K 0.01% 994
2023
Q2 		$532K Sell
9,773
-4,459
-31% -$230K ﹤0.01% 1415
2023
Q1 		$718K Sell
14,232
-1,004
-7% -$49.6K 0.01% 1212
2022
Q4 		$721K Buy
15,236
+7,751
+104% +$368K 0.01% 1163
2022
Q3 		$330K Sell
7,485
-2,852
-28% -$140K 0.01% 1214
2022
Q2 		$480K Sell
10,337
-1,304
-11% -$65.8K 0.01% 1122
2022
Q1 		$647K Sell
11,641
-10
-0.1% -$548 0.01% 1007
2021
Q4 		$681K Buy
11,651
+988
+9% +$55.9K 0.01% 998
2021
Q3 		$565K Sell
10,663
-2
-0% -$109 0.01% 1070
2021
Q2 		$565K Buy
+10,665
New +$552K 0.01% 1053
2021
Q1 		– Sell
-6,912
Closed -$319K – 1697
2020
Q4 		$319K Buy
+6,912
New +$301K 0.01% 1205

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return