First Horizon Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

First Horizon Advisors’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	$1.26M	Hold	16,767	–	–	0.03%	241
2025 Q1	$1.14M	Sell	16,767 -679	-4%	-$48.6K	0.03%	239
2024 Q4	$1.25M	Hold	17,446	–	–	0.03%	233
2024 Q3	$1.22M	Hold	17,446	–	–	0.03%	239
2024 Q2	$1.16M	Hold	17,446	–	–	0.04%	237
2024 Q1	$1.12M	Hold	17,446	–	–	0.03%	235
2023 Q4	$1.02M	Hold	17,446	–	–	0.03%	253
2023 Q3	$916K	Buy	17,446 +182	+1%	+$9.95K	0.03%	258
2023 Q2	$940K	Hold	17,264	–	–	0.03%	259
2023 Q1	$871K	Hold	17,264	–	–	0.03%	275
2022 Q4	$816K	Hold	17,264	–	–	0.03%	279
2022 Q3	$762K	Sell	17,264 -63	-0.4%	-$3.08K	0.03%	270
2022 Q2	$805K	Hold	17,327	–	–	0.03%	272
2022 Q1	$963K	Sell	17,327 -14	-0.1%	-$768	0.05%	227
2021 Q4	$1.01M	Buy	17,341 +14	+0.1%	+$792	0.03%	275
2021 Q3	$918K	Sell	17,327 -275	-2%	-$15K	0.03%	276
2021 Q2	$932K	Hold	17,602	–	–	0.05%	196
2021 Q1	$866K	Hold	17,602	–	–	0.05%	201
2020 Q4	$811K	Hold	17,602	–	–	0.05%	182
2020 Q3	$720K	Hold	17,602	–	–	0.05%	176
2020 Q2	$665K	Hold	17,602	–	–	0.05%	183
2020 Q1	$554K	Hold	17,602	–	–	0.05%	189
2019 Q4	$702K	Hold	17,602	–	–	0.05%	189
2019 Q3	$647K	Hold	17,602	–	–	0.05%	187
2019 Q2	$642K	Hold	17,602	–	–	0.05%	203
2019 Q1	$619K	Hold	17,602	–	–	0.05%	207
2018 Q4	$544K	Hold	17,602	–	–	0.05%	216
2018 Q3	$637K	Hold	17,602	–	–	0.05%	219
2018 Q2	$598K	Hold	17,602	–	–	0.05%	227
2018 Q1	$578K	Sell	17,602 -548	-3%	-$18.6K	0.06%	191
2017 Q4	$603K	Hold	18,150	–	–	0.06%	189
2017 Q3	$568K	Hold	18,150	–	–	0.06%	195
2017 Q2	$547K	Hold	18,150	–	–	0.06%	198
2017 Q1	$533K	Sell	18,150 -1,980	-10%	-$57.3K	0.06%	201
2016 Q4	$543K	Hold	20,130	–	–	0.07%	202
2016 Q3	$543K	Hold	20,130	–	–	0.07%	198
2016 Q2	$520K	Hold	20,130	–	–	0.07%	198
2016 Q1	$512K	Hold	20,130	–	–	0.06%	206
2015 Q4	$510K	Hold	20,130	–	–	0.09%	175
2015 Q3	$477K	Hold	20,130	–	–	0.07%	193
2015 Q2	$521K	Hold	20,130	–	–	0.08%	198
2015 Q1	$522K	Hold	20,130	–	–	0.08%	203
2014 Q4	$519K	Hold	20,130	–	–	0.08%	200
2014 Q3	$496K	Sell	20,130 -25,200	-56%	-$623K	0.08%	202
2014 Q2	$1.12M	Hold	45,330	–	–	0.16%	148
2014 Q1	$1.07M	Hold	45,330	–	–	0.15%	143
2013 Q4	$1.05M	Sell	45,330 -450	-1%	-$10K	0.16%	136
2013 Q3	$969K	Buy	+45,780	New	+$962K	0.16%	135

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 $21.8B AUM 28.57% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

First Horizon Advisors's SPTM Position: Q2 2025 in Review

First Horizon Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2025 at 16,767 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #241.

First Horizon Advisors first reported a position in SPTM in Q3 2013 and has held it in 48 quarters since. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

First Horizon Advisors held 16,767 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.26M as of Q2 2025.
First Horizon Advisors left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2025.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of First Horizon Advisors's portfolio in Q2 2025, its #241 holding.
First Horizon Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2013 and has held it in 48 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 First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.