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Concord Wealth Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Concord Wealth Partners’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 		– Sell
-552
Closed -$45.5K – 706
2025
Q4 		$45.5K Hold
552
– – 0.01% 338
2025
Q3 		$44.5K Hold
552
– – 0.01% 352
2025
Q2 		$41.3K Hold
552
– – 0.01% 371
2025
Q1 		$37.5K Hold
552
– – 0.01% 359
2024
Q4 		$39.4K Hold
552
– – 0.01% 368
2024
Q3 		$38.7K Hold
552
– – 0.01% 370
2024
Q2 		$36.6K Hold
552
– – 0.01% 347
2024
Q1 		$35.4K Hold
552
– – 0.01% 404
2023
Q4 		$32.3K Hold
552
– – 0.01% 419
2023
Q3 		$29K Hold
552
– – 0.01% 452
2023
Q2 		$30.1K Buy
+552
New +$28.5K 0.01% 442
2023
Q1 		– Sell
-552
Closed -$26.1K – 1206
2022
Q4 		$26.1K Buy
+552
New +$26.2K 0.01% 483
2022
Q3 		– Sell
-552
Closed -$26K – 1008
2022
Q2 		$26K Buy
+552
New +$27.9K 0.01% 489

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