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CFS Investment Advisory Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

CFS Investment Advisory Services’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
Q1 		– Sell
-5,392
Closed -$385K – 317
2024
Q4 		$385K Hold
5,392
– – 0.03% 234
2024
Q3 		$378K Sell
5,392
-1,086
-17% -$73.3K 0.03% 225
2024
Q2 		$430K Hold
6,478
– – 0.03% 190
2024
Q1 		$416K Sell
6,478
-1,649
-20% -$101K 0.07% 119
2023
Q4 		$475K Buy
8,127
+15
+0.2% +$819 0.09% 107
2023
Q3 		$426K Hold
8,112
– – 0.07% 126
2023
Q2 		$442K Hold
8,112
– – 0.06% 172
2023
Q1 		$409K Buy
8,112
+100
+1% +$4.94K 0.07% 106
2022
Q4 		$379K Sell
8,012
-348,673
-98% -$16.6M 0.09% 91
2022
Q3 		$357K Buy
356,685
+348,778
+4,411% +$17.1M 0.08% 100
2022
Q2 		$368K Sell
7,907
-431,342
-98% -$21.8M 0.06% 179
2022
Q1 		$8K Buy
439,249
+431,346
+5,458% +$23.7M 0.03% 178
2021
Q4 		$437K Buy
7,903
+255
+3% +$14.4K 0.06% 171
2021
Q3 		$405K Buy
+7,648
New +$416K 0.06% 165
2020
Q4 		$350K Buy
+7,603
New +$331K 0.06% 147

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

CFS Investment Advisory Services's SPTM Position: Q1 2025 in Review

CFS Investment Advisory Services sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2025, closing a stake of 5,392 shares — an estimated $385K sold.

CFS Investment Advisory Services first reported a position in SPTM in Q4 2020 and held it in 15 quarters. The position peaked at $475K in Q4 2023. 637 funds tracked by Wall St. Rank hold SPTM as of Q1 2025.

  • CFS Investment Advisory Services reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • CFS Investment Advisory Services sold 5,392 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2025, an estimated $385K.
  • CFS Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and held it in 15 quarters.
  • CFS Investment Advisory Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $475K in Q4 2023.
  • 637 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2025.

Based on CFS Investment Advisory Services's 13F filing for Q1 2025, filed 12 May 2025.