Envestnet Portfolio Solutions’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Envestnet Portfolio Solutions’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	-6,141	Closed	-$460K	–	1564
2025 Q2	$460K	Sell	6,141 -2,859	-32%	-$198K	﹤0.01%	1134
2025 Q1	$612K	Sell	9,000 -1,193	-12%	-$85.4K	﹤0.01%	970
2024 Q4	$728K	Buy	10,193 +1,589	+18%	+$114K	﹤0.01%	1063
2024 Q3	$603K	Buy	8,604 +510	+6%	+$34.4K	﹤0.01%	1100
2024 Q2	$537K	Sell	8,094 -834	-9%	-$53.4K	﹤0.01%	1109
2024 Q1	$573K	Sell	8,928 -2,505	-22%	-$153K	﹤0.01%	1061
2023 Q4	$668K	Sell	11,433 -674	-6%	-$36.8K	﹤0.01%	927
2023 Q3	$636K	Buy	+12,107	New	+$662K	﹤0.01%	895

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 $171B AUM 24.68% 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 $20.6B AUM 34.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Portfolio Solutions's SPTM Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2025, closing a stake of 6,141 shares — an estimated $460K sold.

Envestnet Portfolio Solutions first reported a position in SPTM in Q3 2023 and held it in 8 quarters. The position peaked at $728K in Q4 2024. 674 funds tracked by Wall St. Rank hold SPTM as of Q3 2025.

Envestnet Portfolio Solutions 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.
Envestnet Portfolio Solutions sold 6,141 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2025, an estimated $460K.
Envestnet Portfolio Solutions first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $728K in Q4 2024.
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 Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.