Golden State Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Golden State Wealth Management’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	-96	Closed	-$8K	–	1720
2025 Q4	$8K	Sell	96 -27	-22%	-$2.21K	﹤0.01%	1161
2025 Q3	$9.99K	Hold	123	–	–	﹤0.01%	1108
2025 Q2	$9.27K	Hold	123	–	–	﹤0.01%	1089
2025 Q1	$8.41K	Sell	123 -2,217	-95%	-$159K	﹤0.01%	1046
2024 Q4	$167K	Buy	+2,340	New	+$168K	0.03%	350
2020 Q4	–	Sell	-1,894	Closed	-$77K	–	401
2020 Q3	$77K	Buy	+1,894	New	+$76.7K	0.03%	292
2020 Q2	–	Sell	-1,894	Closed	-$60K	–	804
2020 Q1	$60K	Buy	+1,894	New	+$71.3K	0.03%	331

Other funds holding SPTM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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 $32.1B AUM 59.58% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

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