LMKC
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L.M. Kohn & Company’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

L.M. Kohn & Company’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 		– Sell
-22,148
Closed -$1.51M – 298
2025
Q1 		$1.51M Buy
22,148
+3,956
+22% +$283K 0.39% 45
2024
Q4 		$1.3M Buy
18,192
+3,376
+23% +$243K 0.34% 57
2024
Q3 		$1.04M Buy
14,816
+2,075
+16% +$140K 0.26% 80
2024
Q2 		$869K Buy
12,741
+4,181
+49% +$268K 0.24% 87
2024
Q1 		$549K Buy
8,560
+1,962
+30% +$120K 0.15% 135
2023
Q4 		$386K Sell
6,598
-741
-10% -$40.5K 0.12% 149
2023
Q3 		$385K Sell
7,339
-853
-10% -$46.6K 0.14% 138
2023
Q2 		$446K Sell
8,192
-1,111
-12% -$57.3K 0.17% 131
2023
Q1 		$469K Sell
9,303
-1,240
-12% -$61.2K 0.19% 121
2022
Q4 		$499K Buy
10,543
+335
+3% +$15.9K 0.23% 108
2022
Q3 		$451K Buy
10,208
+736
+8% +$36K 0.22% 109
2022
Q2 		$441K Sell
9,472
-13,348
-58% -$674K 0.21% 126
2022
Q1 		$1.27M Buy
+22,820
New +$1.25M 0.49% 47

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

L.M. Kohn & Company's SPTM Position: Q2 2025 in Review

L.M. Kohn & Company sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2025, closing a stake of 22,148 shares — an estimated $1.51M sold.

L.M. Kohn & Company first reported a position in SPTM in Q1 2022 and held it in 13 quarters. The position peaked at $1.51M in Q1 2025. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

  • L.M. Kohn & Company reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 22,148 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $1.51M.
  • L.M. Kohn & Company first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022 and held it in 13 quarters.
  • L.M. Kohn & Company's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.51M in Q1 2025.
  • 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 L.M. Kohn & Company's 13F filing for Q2 2025, filed 4 Aug 2025.