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Legacy Capital Wealth Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Legacy Capital Wealth Partners’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 		$790K Sell
9,997
-2,458
-20% -$203K 0.16% 128
2025
Q4 		$1.03M Sell
12,455
-652
-5% -$53.3K 0.22% 92
2025
Q3 		$1.06M Buy
13,107
+1,571
+14% +$122K 0.23% 91
2025
Q2 		$864K Sell
11,536
-8,021
-41% -$557K 0.2% 101
2025
Q1 		$1.33M Sell
19,557
-129
-0.7% -$9.23K 0.33% 63
2024
Q4 		$1.41M Buy
19,686
+4,300
+28% +$309K 0.35% 56
2024
Q3 		$1.08M Buy
15,386
+6,868
+81% +$464K 0.22% 98
2024
Q2 		$565K Buy
+8,518
New +$545K 0.14% 140
2024
Q1 		– Sell
-17,146
Closed -$1M – 312
2023
Q4 		$1M Sell
17,146
-1,557
-8% -$85K 0.28% 78
2023
Q3 		$982K Buy
+18,703
New +$1.02M 0.27% 76
2023
Q2 		– Sell
-21,000
Closed -$1.06M – 209
2023
Q1 		$1.06M Buy
+21,000
New +$1.04M 0.29% 75

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B 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 $38.1B 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 $47.4B 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