Country Club Bank’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Country Club Bank’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 Q3	$422K	Hold	5,256	–	–	0.03%	272
2025 Q2	$392K	Hold	5,256	–	–	0.02%	274
2025 Q1	$355K	Hold	5,256	–	–	0.02%	278
2024 Q4	$377K	Hold	5,256	–	–	0.03%	273
2024 Q3	$367K	Hold	5,256	–	–	0.02%	273
2024 Q2	$350K	Hold	5,256	–	–	0.02%	270
2024 Q1	$337K	Hold	5,256	–	–	0.02%	270
2023 Q4	$308K	Hold	5,256	–	–	0.02%	267
2023 Q3	$276K	Hold	5,256	–	–	0.02%	266
2023 Q2	$283K	Hold	5,256	–	–	0.02%	257
2023 Q1	$261K	Hold	5,256	–	–	0.02%	266
2022 Q4	$249K	Hold	5,256	–	–	0.02%	265
2022 Q3	$235K	Hold	5,256	–	–	0.02%	250
2022 Q2	$246K	Hold	5,256	–	–	0.02%	243
2022 Q1	$296K	Buy	+5,256	New	+$288K	0.03%	225

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Country Club Bank's SPTM Position: Q3 2025 in Review

Country Club Bank held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2025 at 5,256 shares worth $422K. The position accounts for 0.03% of the portfolio, ranked #272.

Country Club Bank first reported a position in SPTM in Q1 2022 and has held it in 15 quarters since. 672 funds tracked by Wall St. Rank hold SPTM as of Q3 2025.

Country Club Bank held 5,256 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $422K as of Q3 2025.
Country Club Bank left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2025.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Country Club Bank's portfolio in Q3 2025, its #272 holding.
Country Club Bank first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022 and has held it in 15 quarters since.
672 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.