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Forvis Mazars Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Forvis Mazars Wealth 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
Q1 		– Sell
-9,446
Closed -$675K – 423
2024
Q4 		$675K Sell
9,446
-169
-2% -$12.2K 0.02% 267
2024
Q3 		$674K Sell
9,615
-195
-2% -$13.2K 0.02% 272
2024
Q2 		$651K Buy
9,810
+432
+5% +$27.7K 0.02% 250
2024
Q1 		$602K Buy
9,378
+30
+0.3% +$1.83K 0.02% 263
2023
Q4 		$546K Sell
9,348
-18
-0.2% -$983 0.02% 263
2023
Q3 		$492K Buy
9,366
+37
+0.4% +$2.02K 0.01% 275
2023
Q2 		$508K Buy
9,329
+37
+0.4% +$1.91K 0.01% 292
2023
Q1 		$469K Sell
9,292
-451
-5% -$22.3K 0.02% 275
2022
Q4 		$461K Sell
9,743
-3,670
-27% -$174K 0.02% 273
2022
Q3 		$592K Sell
13,413
-1,550
-10% -$75.9K 0.02% 239
2022
Q2 		$695K Buy
+14,963
New +$755K 0.03% 221

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SPTM Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2025, closing a stake of 9,446 shares — an estimated $675K sold.

Forvis Mazars Wealth Advisors first reported a position in SPTM in Q2 2022 and held it in 11 quarters. The position peaked at $695K in Q2 2022. 637 funds tracked by Wall St. Rank hold SPTM as of Q1 2025.

  • Forvis Mazars Wealth Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 9,446 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2025, an estimated $675K.
  • Forvis Mazars Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and held it in 11 quarters.
  • Forvis Mazars Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $695K in Q2 2022.
  • 637 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.