CIBC Private Wealth Group
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CIBC Private Wealth Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

CIBC Private Wealth Group’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
Q4 		$121K Buy
1,467
+18
+1% +$1.47K ﹤0.01% 1422
2025
Q3 		$117K Sell
1,449
-117
-7% -$9.09K ﹤0.01% 1427
2025
Q2 		$117K Hold
1,566
– – ﹤0.01% 1324
2025
Q1 		$94.5K Hold
1,566
– – ﹤0.01% 1384
2024
Q4 		$113K Buy
1,566
+891
+132% +$64.1K ﹤0.01% 1377
2024
Q3 		$47.3K Sell
675
-1,536
-69% -$104K ﹤0.01% 1793
2024
Q2 		$149K Buy
2,211
+1,726
+356% +$111K ﹤0.01% 1229
2024
Q1 		$31.1K Buy
+485
New +$29.6K ﹤0.01% 1865

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $147B AUM 18.73% 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 $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CIBC Private Wealth Group's SPTM Position: Q4 2025 in Review

CIBC Private Wealth Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.2% in Q4 2025, buying an estimated $1.47K and bringing the position to 1,467 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

CIBC Private Wealth Group first reported a position in SPTM in Q1 2024 and has held it in 8 quarters since. The position peaked at $149K in Q2 2024. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

  • CIBC Private Wealth Group held 1,467 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $121K as of Q4 2025.
  • CIBC Private Wealth Group bought 18 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $1.47K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1422 holding.
  • CIBC Private Wealth Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $149K in Q2 2024.
  • 734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.