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

Glenview 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	$1.37M	Hold	17,293	–	–	0.02%	256
2025 Q4	$1.43M	Hold	17,293	–	–	0.02%	251
2025 Q3	$1.39M	Sell	17,293 -568	-3%	-$44.1K	0.02%	255
2025 Q2	$1.34M	Hold	17,861	–	–	0.02%	245
2025 Q1	$1.21M	Hold	17,861	–	–	0.02%	251
2024 Q4	$1.28M	Hold	17,861	–	–	0.02%	251
2024 Q3	$1.25M	Sell	17,861 -771	-4%	-$52.1K	0.02%	248
2024 Q2	$1.24M	Hold	18,632	–	–	0.02%	239
2024 Q1	$1.2M	Buy	18,632 +405	+2%	+$24.7K	0.03%	240
2023 Q4	$1.07M	Hold	18,227	–	–	0.03%	242
2023 Q3	$957K	Hold	18,227	–	–	0.03%	231
2023 Q2	$992K	Hold	18,227	–	–	0.03%	235
2023 Q1	$919K	Hold	18,227	–	–	0.03%	236
2022 Q4	$862K	Sell	18,227 -5,767	-24%	-$274K	0.03%	235
2022 Q3	$1.06M	Hold	23,994	–	–	0.04%	194
2022 Q2	$1.11M	Hold	23,994	–	–	0.04%	190
2022 Q1	$1.33M	Hold	23,994	–	–	0.04%	188
2021 Q4	$1.4M	Hold	23,994	–	–	0.05%	183
2021 Q3	$1.27M	Buy	23,994 +926	+4%	+$50.4K	0.05%	179
2021 Q2	$1.22M	Buy	+23,068	New	+$1.19M	0.05%	176

Other funds holding SPTM

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

AssetMark Inc Concord, California $49B AUM 17.78% 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 $21.3B AUM 22.13% 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 $651M AUM 15.34% 1-Year Est. Return

PFA

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

Glenview Trust's SPTM Position: Q1 2026 in Review

Glenview Trust held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 17,293 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #256.

Glenview Trust first reported a position in SPTM in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.43M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Glenview Trust held 17,293 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.37M as of Q1 2026.
Glenview Trust 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 Glenview Trust's portfolio in Q1 2026, its #256 holding.
Glenview Trust first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 20 quarters since.
Glenview Trust's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.43M 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 Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.