IPA
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Investment Planning Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Investment Planning 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
Q1 		$3.88M Buy
49,062
+716
+1% +$59.1K 1.07% 18
2025
Q4 		$3.99M Buy
48,346
+2,449
+5% +$200K 1.16% 16
2025
Q3 		$3.7M Buy
45,897
+4,656
+11% +$362K 1.16% 15
2025
Q2 		$3.09M Sell
41,241
-135,078
-77% -$9.37M 1.09% 13
2025
Q1 		$12M Sell
176,319
-6,278
-3% -$449K 4.87% 7
2024
Q4 		$13M Buy
182,597
+152,787
+513% +$11M 5.7% 6
2024
Q3 		$1.98M Hold
29,810
– – 1.01% 23
2024
Q2 		$1.98M Buy
+29,810
New +$1.91M 1.01% 23

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $376B 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 $38B 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 $32.1B 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