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

HHM Wealth 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
2026 Q2	$70.9K	Hold	781	–	–	0.01%	338
2026 Q1	$61.7K	Hold	781	–	–	0.01%	340
2025 Q4	$64.4K	Sell	781 -46	-6%	-$3.76K	0.01%	326
2025 Q3	$66.7K	Hold	827	–	–	0.01%	329
2025 Q2	$61.9K	Hold	827	–	–	0.01%	342
2025 Q1	$56.2K	Hold	827	–	–	0.01%	334
2024 Q4	$59.1K	Hold	827	–	–	0.01%	328
2024 Q3	$57.9K	Hold	827	–	–	0.01%	316
2024 Q2	$54.9K	Hold	827	–	–	0.01%	325
2024 Q1	$53.1K	Hold	827	–	–	0.01%	285
2023 Q4	$48.3K	Buy	+827	New	+$45.2K	0.01%	292

Other funds holding SPTM

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

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

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $127M AUM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return