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Cullen/Frost Bankers’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Cullen/Frost Bankers’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 		– Sell
-749
Closed -$56.1K – 1437
2025
Q2 		$56.1K Buy
+749
New +$52K ﹤0.01% 740
2024
Q1 		– Sell
-1,693
Closed -$99K – 1086
2023
Q4 		$99K Buy
+1,693
New +$92.4K ﹤0.01% 568

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $171B AUM 24.68% 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 $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
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $20.6B AUM 34.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cullen/Frost Bankers's SPTM Position: Q3 2025 in Review

Cullen/Frost Bankers sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2025, closing a stake of 749 shares — an estimated $56.1K sold.

Cullen/Frost Bankers first reported a position in SPTM in Q4 2023 and held it in 2 quarters. The position peaked at $99K in Q4 2023. 674 funds tracked by Wall St. Rank hold SPTM as of Q3 2025.

  • Cullen/Frost Bankers reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Cullen/Frost Bankers sold 749 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2025, an estimated $56.1K.
  • Cullen/Frost Bankers first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and held it in 2 quarters.
  • Cullen/Frost Bankers's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $99K in Q4 2023.
  • 674 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2025.

Based on Cullen/Frost Bankers's 13F filing for Q3 2025, filed 31 Oct 2025.