GIA
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Gladstone Institutional Advisory’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-2,576
Closed -$213K – 884
2025
Q4 		$213K Sell
2,576
-2,488
-49% -$203K 0.01% 743
2025
Q3 		$408K Sell
5,064
-1,299
-20% -$101K 0.02% 576
2025
Q2 		$477K Sell
6,363
-546
-8% -$37.9K 0.02% 507
2025
Q1 		$470K Sell
6,909
-286
-4% -$20.5K 0.02% 483
2024
Q4 		$514K Buy
7,195
+775
+12% +$55.8K 0.02% 467
2024
Q3 		$450K Buy
6,420
+789
+14% +$53.3K 0.02% 480
2024
Q2 		$374K Sell
5,631
-505
-8% -$32.3K 0.02% 487
2024
Q1 		$394K Sell
6,136
-776
-11% -$47.4K 0.02% 470
2023
Q4 		$404K Sell
6,912
-1,010
-13% -$55.1K 0.02% 458
2023
Q3 		$416K Sell
7,922
-376
-5% -$20.5K 0.03% 419
2023
Q2 		$452K Sell
8,298
-205
-2% -$10.6K 0.03% 421
2023
Q1 		$429K Buy
8,503
+833
+11% +$41.1K 0.03% 442
2022
Q4 		$363K Buy
7,670
+276
+4% +$13.1K 0.03% 461
2022
Q3 		$326K Buy
7,394
+764
+12% +$37.4K 0.03% 476
2022
Q2 		$308K Buy
6,630
+1,631
+33% +$82.3K 0.02% 500
2022
Q1 		$278K Buy
+4,999
New +$274K 0.02% 575

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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
TI
Tidal Investments Milwaukee, Wisconsin $32.1B 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 $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return