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

First National Advisers’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 Q4	–	Sell	-2,838	Closed	-$229K	–	244
2025 Q3	$229K	Hold	2,838	–	–	0.03%	216
2025 Q2	$213K	Buy	+2,838	New	+$197K	0.03%	213
2025 Q1	–	Sell	-2,838	Closed	-$203K	–	222
2024 Q4	$203K	Buy	+2,838	New	+$204K	0.03%	174

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

First National Advisers's SPTM Position: Q4 2025 in Review

First National Advisers sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2025, closing a stake of 2,838 shares — an estimated $229K sold.

First National Advisers first reported a position in SPTM in Q4 2024 and held it in 3 quarters. The position peaked at $229K in Q3 2025. 737 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

First National Advisers reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2025 after selling out during the quarter.
First National Advisers sold 2,838 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $229K.
First National Advisers first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and held it in 3 quarters.
First National Advisers's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $229K in Q3 2025.
737 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2025.

Based on First National Advisers's 13F filing for Q4 2025, filed 4 Feb 2026.