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Gradient Investments’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Gradient Investments’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 		– Sell
-2,962
Closed -$201K – 373
2025
Q1 		$201K Buy
+2,962
New +$212K ﹤0.01% 316
2024
Q3 		– Sell
-1,009
Closed -$66.9K – 1142
2024
Q2 		$66.9K Hold
1,009
– – ﹤0.01% 453
2024
Q1 		$64.7K Sell
1,009
-1,856
-65% -$113K ﹤0.01% 404
2023
Q4 		$167K Sell
2,865
-965
-25% -$52.7K ﹤0.01% 362
2023
Q3 		$201K Buy
3,830
+2,821
+280% +$154K 0.01% 316
2023
Q2 		$54.9K Sell
1,009
-568
-36% -$29.3K ﹤0.01% 487
2023
Q1 		$79.5K Buy
+1,577
New +$77.9K ﹤0.01% 415
2022
Q3 		– Sell
-100
Closed -$5K – 1528
2022
Q2 		$5K Buy
100
+60
+150% +$3.03K ﹤0.01% 907
2022
Q1 		$2K Sell
40
-253
-86% -$13.9K ﹤0.01% 1063
2021
Q4 		$17K Buy
+293
New +$16.6K ﹤0.01% 689
2021
Q3 		– Sell
-327
Closed -$17K – 1246
2021
Q2 		$17K Buy
327
+82
+33% +$4.24K ﹤0.01% 669
2021
Q1 		$12K Buy
245
+25
+11% +$1.2K ﹤0.01% 727
2020
Q4 		$9K Hold
220
– – ﹤0.01% 728
2020
Q3 		$9K Buy
+220
New +$8.91K ﹤0.01% 732
2020
Q2 		– Sell
-41
Closed -$1K – 1187
2020
Q1 		$1K Buy
+41
New +$1.54K ﹤0.01% 1040
2018
Q4 		– Sell
-2,113
Closed -$76K – 1076
2018
Q3 		$76K Buy
2,113
+1,940
+1,121% +$69K ﹤0.01% 311
2018
Q2 		$6K Buy
+173
New +$5.84K ﹤0.01% 699

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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 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 $374B AUM 17.66% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Gradient Investments's SPTM Position: Q2 2025 in Review

Gradient Investments sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2025, closing a stake of 2,962 shares — an estimated $201K sold.

Gradient Investments first reported a position in SPTM in Q2 2018 and held it in 17 quarters. The position peaked at $201K in Q1 2025. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

  • Gradient Investments reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Gradient Investments sold 2,962 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $201K.
  • Gradient Investments first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and held it in 17 quarters.
  • Gradient Investments's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $201K in Q1 2025.
  • 659 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Gradient Investments's 13F filing for Q2 2025, filed 8 Jul 2025.