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	–	1719
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	–	833
2020 Q1	$60K	Buy	+1,894	New	+$71.3K	0.03%	331

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $21.8B AUM 28.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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 $755M AUM 20.43% 1-Year Est. Return

PFA

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

Golden State Wealth Management's SPTM Position: Q1 2026 in Review

Golden State Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2026, closing a stake of 96 shares — an estimated $8K sold.

Golden State Wealth Management first reported a position in SPTM in Q1 2020 and held it in 7 quarters. The position peaked at $167K in Q4 2024. 750 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Golden State Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Golden State Wealth Management sold 96 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $8K.
Golden State Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and held it in 7 quarters.
Golden State Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $167K in Q4 2024.
750 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.