Hughes Financial Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Hughes Financial Services’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	$132M	Buy	1,671,941 +63,076	+4%	+$5.21M	20.31%	1
2025 Q4	$133M	Sell	1,608,865 -21,571	-1%	-$1.76M	20.85%	1
2025 Q3	$134M	Buy	1,630,436 +20,133	+1%	+$1.56M	21.36%	1
2025 Q2	$123M	Buy	1,610,303 +128,549	+9%	+$8.92M	21.19%	1
2025 Q1	$101M	Sell	1,481,754 -13,695	-0.9%	-$980K	19.77%	1
2024 Q4	$107M	Buy	+1,495,449	New	+$108M	21.95%	1

Other funds holding SPTM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 $38B AUM 19.66% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return