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Good Life Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Good Life Advisors’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
Q2 		$4.47M Buy
59,621
+3,431
+6% +$238K 0.28% 75
2025
Q1 		$3.82M Buy
56,190
+1,336
+2% +$95.6K 0.27% 83
2024
Q4 		$3.92M Buy
54,854
+745
+1% +$53.6K 0.29% 74
2024
Q3 		$3.79M Sell
54,109
-3,972
-7% -$268K 0.23% 87
2024
Q2 		$3.85M Buy
58,081
+729
+1% +$46.7K 0.32% 59
2024
Q1 		$3.68M Buy
57,352
+3,415
+6% +$208K 0.33% 62
2023
Q4 		$3.15M Sell
53,937
-564
-1% -$30.8K 0.31% 62
2023
Q3 		$2.86M Buy
54,501
+1,879
+4% +$103K 0.33% 61
2023
Q2 		$2.86M Buy
52,622
+4,678
+10% +$241K 0.32% 62
2023
Q1 		$2.42M Buy
47,944
+3,049
+7% +$151K 0.31% 72
2022
Q4 		$2.12M Buy
44,895
+3,081
+7% +$146K 0.29% 71
2022
Q3 		$1.84M Buy
41,814
+6,107
+17% +$299K 0.27% 80
2022
Q2 		$1.66M Buy
35,707
+1,596
+5% +$80.6K 0.23% 89
2022
Q1 		$1.9M Buy
34,111
+12,335
+57% +$676K 0.24% 84
2021
Q4 		$1.27M Buy
21,776
+8,796
+68% +$498K 0.15% 109
2021
Q3 		$688K Sell
12,980
-70
-0.5% -$3.81K 0.09% 154
2021
Q2 		$691K Buy
13,050
+2,406
+23% +$124K 0.13% 128
2021
Q1 		$525K Buy
10,644
+1,541
+17% +$73.7K 0.11% 151
2020
Q4 		$418K Buy
9,103
+870
+11% +$37.9K 0.1% 149
2020
Q3 		$337K Buy
8,233
+900
+12% +$36.4K 0.09% 166
2020
Q2 		$278K Buy
7,333
+107
+1% +$3.83K 0.08% 176
2020
Q1 		$228K Sell
7,226
-127
-2% -$4.78K 0.08% 185
2019
Q4 		$292K Buy
7,353
+114
+2% +$4.35K 0.08% 193
2019
Q3 		$264K Buy
7,239
+175
+2% +$6.42K 0.08% 194
2019
Q2 		$258K Buy
7,064
+10
+0.1% +$358 0.07% 194
2019
Q1 		$248K Buy
7,054
+495
+8% +$16.8K 0.07% 190
2018
Q4 		$203K Buy
6,559
+112
+2% +$3.74K 0.07% 215
2018
Q3 		$235K Buy
+6,447
New +$229K 0.07% 212

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $171B AUM 24.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Good Life Advisors's SPTM Position: Q2 2025 in Review

Good Life Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 6.1% in Q2 2025, buying an estimated $238K and bringing the position to 59,621 shares worth $4.47M. The position accounts for 0.28% of the portfolio, ranked #75.

Good Life Advisors first reported a position in SPTM in Q3 2018 and has held it in 28 quarters since. 660 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

  • Good Life Advisors held 59,621 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.47M as of Q2 2025.
  • Good Life Advisors bought 3,431 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $238K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.28% of Good Life Advisors's portfolio in Q2 2025, its #75 holding.
  • Good Life Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and has held it in 28 quarters since.
  • 660 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.