GRP
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Global Retirement Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Global Retirement Partners’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
Q4 		$11.5M Buy
139,395
+4,963
+4% +$406K 0.2% 95
2025
Q3 		$10.8M Buy
134,432
+15,433
+13% +$1.2M 0.24% 85
2025
Q2 		$8.91M Buy
+118,999
New +$8.26M 0.22% 93
2024
Q4 		$7.47M Buy
104,581
+5,767
+6% +$415K 0.21% 97
2024
Q3 		$6.92M Buy
98,814
+5,692
+6% +$384K 0.21% 97
2024
Q2 		$6.18M Buy
93,122
+1,570
+2% +$101K 0.19% 100
2024
Q1 		$5.87M Buy
91,552
+5,259
+6% +$321K 0.22% 104
2023
Q4 		$5.02M Buy
86,293
+6,331
+8% +$346K 0.21% 101
2023
Q3 		$4.16M Buy
79,962
+6,618
+9% +$362K 0.21% 102
2023
Q2 		$3.99M Buy
73,344
+2,585
+4% +$133K 0.2% 115
2023
Q1 		$3.55M Buy
70,759
+7,151
+11% +$353K 0.19% 120
2022
Q4 		$3.01M Sell
63,608
-5,435
-8% -$258K 0.21% 107
2022
Q3 		$3.29M Buy
69,043
+7,296
+12% +$357K 0.25% 93
2022
Q2 		$2.87M Buy
61,747
+3,297
+6% +$166K 0.23% 105
2022
Q1 		$2.84M Buy
+58,450
New +$3.2M 0.22% 106
2021
Q4 		– Sell
-21,056
Closed -$1.12M – 1581
2021
Q3 		$1.12M Buy
21,056
+1,253
+6% +$68.2K 0.11% 177
2021
Q2 		$1.05M Buy
19,803
+16,323
+469% +$845K 0.11% 185
2021
Q1 		$171K Buy
3,480
+4
+0.1% +$191 0.02% 440
2020
Q4 		$160K Sell
3,476
-156,325
-98% -$6.81M 0.02% 439
2020
Q3 		$6.53M Buy
159,801
+84,488
+112% +$3.42M 0.96% 16
2020
Q2 		$2.85M Sell
75,313
-20,625
-21% -$738K 0.45% 43
2020
Q1 		$3.02M Sell
95,938
-197,708
-67% -$7.44M 0.57% 35
2019
Q4 		$11.7M Buy
293,646
+13,053
+5% +$498K 1.79% 5
2019
Q3 		$10.3M Buy
280,593
+279,855
+37,921% +$10.3M 1.69% 5
2019
Q2 		$27K Hold
738
– – 0.01% 795
2019
Q1 		$26K Hold
738
– – 0.01% 739
2018
Q4 		$23K Sell
738
-172,709
-100% -$5.77M 0.01% 706
2018
Q3 		$6.28M Buy
173,447
+61,418
+55% +$2.19M 1.42% 9
2018
Q2 		$3.81M Sell
112,029
-17,779
-14% -$600K 0.96% 17
2018
Q1 		$4.26M Buy
+129,808
New +$4.4M 1.17% 10

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $47.4B AUM 59.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Global Retirement Partners's SPTM Position: Q4 2025 in Review

Global Retirement Partners increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.7% in Q4 2025, buying an estimated $406K and bringing the position to 139,395 shares worth $11.5M. The position accounts for 0.2% of the portfolio, ranked #95.

Global Retirement Partners first reported a position in SPTM in Q1 2018 and has held it in 30 quarters since. The position peaked at $11.7M in Q4 2019. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

  • Global Retirement Partners held 139,395 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $11.5M as of Q4 2025.
  • Global Retirement Partners bought 4,963 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $406K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.2% of Global Retirement Partners's portfolio in Q4 2025, its #95 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 30 quarters since.
  • Global Retirement Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $11.7M in Q4 2019.
  • 734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.