Envestnet Portfolio Solutions
SPTM icon

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
LPL Financial San Diego, California $377B AUM 19.32% 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 $147B AUM 18.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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 $49B AUM 17.78% 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 $18.1B AUM 24.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return