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

Greenleaf Trust’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	–	Sell	-13,192	Closed	-$1.06M	–	850
2025 Q3	$1.06M	Sell	13,192 -37,273	-74%	-$2.9M	0.01%	312
2025 Q2	$3.78M	Sell	50,465 -7,494	-13%	-$520K	0.03%	121
2025 Q1	$3.94M	Hold	57,959	–	–	0.04%	120
2024 Q4	$4.14M	Sell	57,959 -22	-0%	-$1.58K	0.04%	118
2024 Q3	$4.06M	Buy	57,981 +224	+0.4%	+$15.1K	0.04%	116
2024 Q2	$3.83M	Sell	57,757 -2,747	-5%	-$176K	0.04%	117
2024 Q1	$3.88M	Hold	60,504	–	–	0.04%	113
2023 Q4	$3.54M	Hold	60,504	–	–	0.04%	117
2023 Q3	$3.18M	Hold	60,504	–	–	0.04%	114
2023 Q2	$3.29M	Sell	60,504 -11,601	-16%	-$599K	0.04%	116
2023 Q1	$3.64M	Sell	72,105 -23,015	-24%	-$1.14M	0.04%	109
2022 Q4	$4.5M	Buy	+95,120	New	+$4.52M	0.06%	92

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WAP

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

Wealth Enhancement Advisory Services 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

Greenleaf Trust's SPTM Position: Q4 2025 in Review

Greenleaf Trust sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2025, closing a stake of 13,192 shares — an estimated $1.06M sold.

Greenleaf Trust first reported a position in SPTM in Q4 2022 and held it in 12 quarters. The position peaked at $4.5M in Q4 2022. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

Greenleaf Trust reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Greenleaf Trust sold 13,192 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $1.06M.
Greenleaf Trust first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and held it in 12 quarters.
Greenleaf Trust's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.5M in Q4 2022.
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 Greenleaf Trust's 13F filing for Q4 2025, filed 21 Jan 2026.