Empower Advisory Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Empower Advisory Group’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 Q4	–	Sell	-4,362	Closed	-$352K	–	545
2025 Q3	$352K	Hold	4,362	–	–	﹤0.01%	398
2025 Q2	$327K	Hold	4,362	–	–	﹤0.01%	390
2025 Q1	$297K	Sell	4,362 -389	-8%	-$27.8K	﹤0.01%	400
2024 Q4	$339K	Buy	4,751 +235	+5%	+$16.9K	﹤0.01%	384
2024 Q3	$316K	Buy	4,516 +799	+21%	+$54K	﹤0.01%	388
2024 Q2	$247K	Buy	3,717 +16	+0.4%	+$1.02K	﹤0.01%	438
2024 Q1	$237K	Buy	+3,701	New	+$226K	﹤0.01%	463
2023 Q2	–	Sell	-5,051	Closed	-$256K	–	497
2023 Q1	$256K	Buy	+5,051	New	+$249K	﹤0.01%	421

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 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 $21.3B AUM 22.13% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

Empower Advisory Group's SPTM Position: Q4 2025 in Review

Empower Advisory Group sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2025, closing a stake of 4,362 shares — an estimated $352K sold.

Empower Advisory Group first reported a position in SPTM in Q1 2023 and held it in 8 quarters. The position peaked at $352K in Q3 2025. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

Empower Advisory Group reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Empower Advisory Group sold 4,362 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $352K.
Empower Advisory Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and held it in 8 quarters.
Empower Advisory Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $352K in Q3 2025.
734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2025.

Based on Empower Advisory Group's 13F filing for Q4 2025, filed 12 Feb 2026.