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Glenmede Trust’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Glenmede Trust’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 		$141K Hold
1,789
– – ﹤0.01% 1355
2025
Q4 		$148K Buy
+1,789
New +$146K ﹤0.01% 1315
2025
Q1 		$122K Hold
1,789
– – ﹤0.01% 1262
2024
Q4 		$128K Sell
1,789
-40
-2% -$2.88K ﹤0.01% 1286
2024
Q3 		$128K Hold
1,829
– – ﹤0.01% 1274
2024
Q2 		$121K Hold
1,829
– – ﹤0.01% 1237
2024
Q1 		$117K Hold
1,829
– – ﹤0.01% 1230
2023
Q4 		$107K Buy
+1,829
New +$99.9K ﹤0.01% 1199
2015
Q1 		– Sell
-6,000
Closed -$154K – 2532
2014
Q4 		$154K Buy
+6,000
New +$150K ﹤0.01% 1398

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