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Exchange Capital Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Exchange Capital Management’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
Q2 		$7.68M Buy
102,545
+6,995
+7% +$485K 1.15% 25
2025
Q1 		$6.5M Buy
95,550
+12,156
+15% +$870K 1.05% 28
2024
Q4 		$5.96M Buy
83,394
+4,089
+5% +$294K 0.95% 30
2024
Q3 		$5.56M Buy
79,305
+4,974
+7% +$336K 0.88% 33
2024
Q2 		$4.93M Buy
74,331
+4,909
+7% +$314K 0.8% 36
2024
Q1 		$4.45M Buy
69,422
+5,574
+9% +$340K 0.72% 42
2023
Q4 		$3.73M Buy
63,848
+4,273
+7% +$233K 0.67% 48
2023
Q3 		$3.13M Buy
59,575
+1,022
+2% +$55.9K 0.59% 54
2023
Q2 		$3.19M Buy
58,553
+3,283
+6% +$169K 0.59% 55
2023
Q1 		$2.79M Buy
55,270
+4,255
+8% +$210K 0.57% 63
2022
Q4 		$2.41M Sell
51,015
-9,804
-16% -$466K 0.53% 68
2022
Q3 		$2.68M Buy
60,819
+9,271
+18% +$454K 0.62% 61
2022
Q2 		$2.4M Buy
51,548
+2,713
+6% +$137K 0.52% 65
2022
Q1 		$2.71M Buy
48,835
+1,636
+3% +$89.7K 0.51% 68
2021
Q4 		$2.76M Buy
47,199
+21,549
+84% +$1.22M 0.5% 64
2021
Q3 		$1.36M Buy
25,650
+3,323
+15% +$181K 0.26% 96
2021
Q2 		$1.18M Buy
22,327
+3,966
+22% +$205K 0.23% 109
2021
Q1 		$903K Buy
18,361
+12,802
+230% +$612K 0.19% 116
2020
Q4 		$256K Buy
+5,559
New +$242K 0.06% 151
2018
Q4 		– Sell
-1,524
Closed -$55K – 248
2018
Q3 		$55K Sell
1,524
-2,040
-57% -$72.6K 0.02% 159
2018
Q2 		$121K Sell
3,564
-36
-1% -$1.22K 0.04% 139
2018
Q1 		$118K Hold
3,600
– – 0.04% 131
2017
Q4 		$120K Hold
3,600
– – 0.04% 136
2017
Q3 		$113K Hold
3,600
– – 0.04% 127
2017
Q2 		$108K Hold
3,600
– – 0.04% 115
2017
Q1 		$106K Hold
3,600
– – 0.04% 103
2016
Q4 		$100K Sell
3,600
-90
-2% -$2.45K 0.04% 84
2016
Q3 		$100K Hold
3,690
– – 0.04% 96
2016
Q2 		$95K Buy
+3,690
New +$94.6K 0.04% 94
2015
Q1 		– Sell
-4,398
Closed -$113K – 282
2014
Q4 		$113K Sell
4,398
-10,062
-70% -$252K 0.05% 87
2014
Q3 		$356K Sell
14,460
-7,002
-33% -$173K 0.16% 65
2014
Q2 		$529K Buy
21,462
+936
+5% +$22.3K 0.23% 58
2014
Q1 		$484K Buy
20,526
+690
+3% +$16K 0.22% 60
2013
Q4 		$461K Buy
19,836
+156
+0.8% +$3.47K 0.22% 59
2013
Q3 		$417K Buy
19,680
+348
+2% +$7.31K 0.22% 69
2013
Q2 		$387K Buy
+19,332
New +$388K 0.22% 68

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
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Exchange Capital Management's SPTM Position: Q2 2025 in Review

Exchange Capital Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.3% in Q2 2025, buying an estimated $485K and bringing the position to 102,545 shares worth $7.68M. The position accounts for 1.15% of the portfolio, ranked #25.

Exchange Capital Management first reported a position in SPTM in Q2 2013 and has held it in 36 quarters since. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

  • Exchange Capital Management held 102,545 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $7.68M as of Q2 2025.
  • Exchange Capital Management bought 6,995 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $485K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.15% of Exchange Capital Management's portfolio in Q2 2025, its #25 holding.
  • Exchange Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2013 and has held it in 36 quarters since.
  • 659 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.