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

First National Bank of Omaha’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
2026 Q1	$609K	Hold	7,854	–	–	0.02%	389
2025 Q4	$651K	Buy	7,854 +5,256	+202%	+$430K	0.02%	384
2025 Q3	$210K	Buy	+2,598	New	+$202K	0.01%	314
2023 Q4	–	Sell	-4,413	Closed	-$232K	–	323
2023 Q3	$232K	Sell	4,413 -75	-2%	-$4.1K	0.02%	305
2023 Q2	$244K	Hold	4,488	–	–	0.01%	312
2023 Q1	$226K	Sell	4,488 -350	-7%	-$17.3K	0.01%	316
2022 Q4	$229K	Hold	4,838	–	–	0.01%	317
2022 Q3	$213K	Sell	4,838 -213	-4%	-$10.4K	0.01%	330
2022 Q2	$235K	Hold	5,051	–	–	0.01%	318
2022 Q1	$281K	Hold	5,051	–	–	0.01%	311
2021 Q4	$295K	Buy	+5,051	New	+$286K	0.01%	310

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

First National Bank of Omaha's SPTM Position: Q1 2026 in Review

First National Bank of Omaha held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 7,854 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #389.

First National Bank of Omaha first reported a position in SPTM in Q4 2021 and has held it in 11 quarters since. The position peaked at $651K in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

First National Bank of Omaha held 7,854 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $609K as of Q1 2026.
First National Bank of Omaha left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of First National Bank of Omaha's portfolio in Q1 2026, its #389 holding.
First National Bank of Omaha first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 11 quarters since.
First National Bank of Omaha's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $651K in Q4 2025.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on First National Bank of Omaha's 13F filing for Q1 2026, filed 11 May 2026.