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Financial Advocates Investment Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Financial Advocates Investment 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 		– Sell
-3,385
Closed -$230K – 761
2025
Q1 		$230K Sell
3,385
-1,109
-25% -$79.4K 0.02% 644
2024
Q4 		$321K Sell
4,494
-248
-5% -$17.8K 0.02% 580
2024
Q3 		$331K Sell
4,742
-3,246
-41% -$219K 0.02% 576
2024
Q2 		$530K Sell
7,988
-494
-6% -$31.6K 0.03% 425
2024
Q1 		$528K Sell
8,482
-6,184
-42% -$377K 0.03% 444
2023
Q4 		$861K Sell
14,666
-5,413
-27% -$296K 0.06% 316
2023
Q3 		$1.02M Sell
20,079
-4,141
-17% -$226K 0.07% 267
2023
Q2 		$1.32M Buy
24,220
+4,675
+24% +$241K 0.09% 220
2023
Q1 		$986K Buy
19,545
+14,786
+311% +$730K 0.07% 296
2022
Q4 		$225K Sell
4,759
-361
-7% -$17.2K 0.02% 644
2022
Q3 		$226K Sell
5,120
-3,405
-40% -$167K 0.02% 629
2022
Q2 		$396K Sell
8,525
-28,235
-77% -$1.43M 0.03% 442
2022
Q1 		$2.04M Buy
36,760
+2,763
+8% +$151K 0.13% 188
2021
Q4 		$1.99M Buy
33,997
+9,322
+38% +$528K 0.13% 199
2021
Q3 		$1.31M Buy
24,675
+1,371
+6% +$74.6K 0.09% 259
2021
Q2 		$1.24M Buy
23,304
+2,411
+12% +$125K 0.08% 280
2021
Q1 		$1.04M Buy
20,893
+4,715
+29% +$225K 0.07% 309
2020
Q4 		$809K Buy
16,178
+9,531
+143% +$415K 0.06% 342
2020
Q3 		$272K Buy
+6,647
New +$269K 0.02% 497

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
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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 $424B AUM 22.96% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Financial Advocates Investment Management's SPTM Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2025, closing a stake of 3,385 shares — an estimated $230K sold.

Financial Advocates Investment Management first reported a position in SPTM in Q3 2020 and held it in 19 quarters. The position peaked at $2.04M in Q1 2022. 660 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 3,385 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $230K.
  • Financial Advocates Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2020 and held it in 19 quarters.
  • Financial Advocates Investment Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.04M in Q1 2022.
  • 660 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.