HBS
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Howard Bailey Securities’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Howard Bailey Securities’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
Q1 		$321K Sell
4,064
-798
-16% -$65.9K 0.13% 96
2025
Q4 		$401K Sell
4,862
-1,001
-17% -$81.9K 0.16% 86
2025
Q3 		$473K Sell
5,863
-311
-5% -$24.2K 0.13% 82
2025
Q2 		$462K Sell
6,174
-1,067
-15% -$74.1K 0.14% 84
2025
Q1 		$492K Sell
7,241
-1,654
-19% -$118K 0.16% 77
2024
Q4 		$635K Buy
8,895
+1,908
+27% +$137K 0.24% 62
2024
Q3 		$490K Buy
+6,987
New +$472K 0.19% 74

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return