IHWM
SPTM icon

Iron Horse Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Iron Horse Wealth Management’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
Q2 		$56K Sell
748
-12
-2% -$833 0.02% 127
2025
Q1 		$51.7K Sell
760
-94
-11% -$6.73K 0.02% 122
2024
Q4 		$61K Sell
854
-96
-10% -$6.91K 0.02% 100
2024
Q3 		$66.6K Sell
950
-506
-35% -$34.2K 0.02% 93
2024
Q2 		$96.6K Sell
1,456
-22
-1% -$1.41K 0.04% 62
2024
Q1 		$94.8K Sell
1,478
-853
-37% -$52.1K 0.04% 62
2023
Q4 		$136K Sell
2,331
-79
-3% -$4.31K 0.06% 45
2023
Q3 		$127K Sell
2,410
-272
-10% -$14.9K 0.06% 44
2023
Q2 		$146K Sell
2,682
-3,746
-58% -$193K 0.07% 41
2023
Q1 		$324K Sell
6,428
-274
-4% -$13.5K 0.16% 27
2022
Q4 		$317K Buy
6,702
+4,416
+193% +$210K 0.17% 29
2022
Q3 		$101K Sell
2,286
-160,273
-99% -$7.85M 0.15% 29
2022
Q2 		$7.56M Buy
162,559
+14,373
+10% +$726K 4.3% 8
2022
Q1 		$8.24M Buy
148,186
+8,964
+6% +$491K 4.52% 8
2021
Q4 		$8.14M Sell
139,222
-1,683
-1% -$95.2K 4.57% 9
2021
Q3 		$7.47M Buy
140,905
+6,880
+5% +$374K 4.63% 8
2021
Q2 		$7.1M Buy
134,025
+30,254
+29% +$1.57M 4.68% 8
2021
Q1 		$5.1M Buy
103,771
+2,519
+2% +$120K 3.82% 12
2020
Q4 		$4.67M Buy
+101,252
New +$4.41M 3.74% 12

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Iron Horse Wealth Management's SPTM Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.6% in Q2 2025, selling an estimated $833 and leaving 748 shares worth $56K. The position accounts for 0.02% of the portfolio, ranked #127.

Iron Horse Wealth Management first reported a position in SPTM in Q4 2020 and has held it in 19 quarters since. The position peaked at $8.24M in Q1 2022. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

  • Iron Horse Wealth Management held 748 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $56K as of Q2 2025.
  • Iron Horse Wealth Management sold 12 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $833.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Iron Horse Wealth Management's portfolio in Q2 2025, its #127 holding.
  • Iron Horse Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 19 quarters since.
  • Iron Horse Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $8.24M in Q1 2022.
  • 659 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.