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

Congress Wealth Management’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	-8,383	Closed	-$599K	–	1118
2024 Q4	$599K	Buy	+8,383	New	+$603K	0.01%	599
2024 Q1	–	Sell	-70,540	Closed	-$4.12M	–	633
2023 Q4	$4.12M	Buy	+70,540	New	+$3.85M	0.08%	242
2023 Q1	–	Sell	-6,185	Closed	-$292K	–	574
2022 Q4	$292K	Buy	+6,185	New	+$294K	0.01%	483
2022 Q2	–	Sell	-14,357	Closed	-$798K	–	617
2022 Q1	$798K	Sell	14,357 -1,494	-9%	-$81.9K	0.02%	388
2021 Q4	$926K	Buy	+15,851	New	+$897K	0.02%	380

Other funds holding SPTM

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) 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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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 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

Congress Wealth Management's SPTM Position: Q1 2025 in Review

Congress Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2025, closing a stake of 8,383 shares — an estimated $599K sold.

Congress Wealth Management first reported a position in SPTM in Q4 2021 and held it in 5 quarters. The position peaked at $4.12M in Q4 2023. 637 funds tracked by Wall St. Rank hold SPTM as of Q1 2025.

Congress Wealth Management 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.
Congress Wealth Management sold 8,383 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2025, an estimated $599K.
Congress Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and held it in 5 quarters.
Congress Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.12M 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 Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.