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

Citadel 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
-900
Closed -$61.2K – 14938
2025
Q1 		$61.2K Buy
+900
New +$64.4K ﹤0.01% 12091
2024
Q4 		– Sell
-700
Closed -$49K – 15342
2024
Q3 		$49K Buy
+700
New +$47.3K ﹤0.01% 11938
2024
Q2 		– Sell
-100
Closed -$6.42K – 15340
2024
Q1 		$6.42K Sell
100
-2,700
-96% -$165K ﹤0.01% 13675
2023
Q4 		$164K Buy
2,800
+1,600
+133% +$87.4K ﹤0.01% 10251
2023
Q3 		$63K Sell
1,200
-200
-14% -$10.9K ﹤0.01% 11462
2023
Q2 		$76.2K Buy
1,400
+1,300
+1,300% +$67.1K ﹤0.01% 11293
2023
Q1 		$5.04K Sell
100
-1,400
-93% -$69.1K ﹤0.01% 13900
2022
Q4 		$70.9K Buy
+1,500
New +$71.3K ﹤0.01% 11686
2022
Q2 		– Sell
-15,600
Closed -$867K – 14045
2022
Q1 		$867K Sell
15,600
-25,400
-62% -$1.39M ﹤0.01% 8030
2021
Q4 		$2.4M Sell
41,000
-1,700
-4% -$96.2K ﹤0.01% 5821
2021
Q3 		$2.26M Buy
42,700
+32,600
+323% +$1.77M ﹤0.01% 6038
2021
Q2 		$535K Buy
+10,100
New +$523K ﹤0.01% 9919

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B 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 $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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B 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