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GPS Wealth Strategies Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

GPS Wealth Strategies Group’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 		$27K Sell
327
-4,361
-93% -$357K 0.02% 283
2025
Q3 		$378K Sell
4,688
-115
-2% -$8.94K 0.04% 229
2025
Q2 		$360K Sell
4,803
-51
-1% -$3.54K 0.04% 223
2025
Q1 		$330K Sell
4,854
-1,358
-22% -$97.2K 0.04% 228
2024
Q4 		$444K Buy
6,212
+12
+0.2% +$864 0.06% 187
2024
Q3 		$434K Sell
6,200
-297
-5% -$20.1K 0.06% 201
2024
Q2 		$431K Sell
6,497
-873
-12% -$55.9K 0.06% 176
2024
Q1 		$473K Sell
7,370
-2,155
-23% -$132K 0.08% 162
2023
Q4 		$557K Sell
9,525
-3,999
-30% -$218K 0.1% 133
2023
Q3 		$710K Sell
13,524
-6,473
-32% -$354K 0.14% 120
2023
Q2 		$1.09M Sell
19,997
-14,801
-43% -$764K 0.2% 88
2023
Q1 		$1.75M Buy
34,798
+2,452
+8% +$121K 0.36% 58
2022
Q4 		$1.53M Buy
32,346
+3,925
+14% +$186K 0.46% 50
2022
Q3 		$1.25M Buy
28,421
+5,825
+26% +$285K 0.32% 56
2022
Q2 		$1.05M Buy
+22,596
New +$1.14M 0.27% 64

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 $21.8B AUM 28.57% 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 $58.2B AUM 22.78% 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

GPS Wealth Strategies Group's SPTM Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 93% in Q4 2025, selling an estimated $357K and leaving 327 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #283.

GPS Wealth Strategies Group first reported a position in SPTM in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.75M in Q1 2023. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

  • GPS Wealth Strategies Group held 327 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $27K as of Q4 2025.
  • GPS Wealth Strategies Group sold 4,361 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $357K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #283 holding.
  • GPS Wealth Strategies Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and has held it in 15 quarters since.
  • GPS Wealth Strategies Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.75M in Q1 2023.
  • 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 GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.