Ken Fisher’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Ken Fisher’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 Q4	–	Sell	-5,260	Closed	-$424K	–	1094
2025 Q3	$424K	Buy	5,260 +225	+4%	+$17.5K	﹤0.01%	809
2025 Q2	$377K	Buy	+5,035	New	+$349K	﹤0.01%	837
2024 Q3	–	Sell	-5,393	Closed	-$358K	–	1010
2024 Q2	$358K	Buy	+5,393	New	+$345K	﹤0.01%	846
2024 Q1	–	Sell	-6,297	Closed	-$368K	–	1051
2023 Q4	$368K	Buy	+6,297	New	+$344K	﹤0.01%	830

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WAP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ken Fisher's SPTM Position: Q4 2025 in Review

Ken Fisher sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2025, closing a stake of 5,260 shares — an estimated $424K sold.

Ken Fisher first reported a position in SPTM in Q4 2023 and held it in 4 quarters. The position peaked at $424K in Q3 2025. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

Ken Fisher reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Ken Fisher sold 5,260 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $424K.
Ken Fisher first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and held it in 4 quarters.
Ken Fisher's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $424K in Q3 2025.
734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2025.

Based on Fisher Asset Management's 13F filing for Q4 2025, filed 9 Feb 2026.