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Legacy Investment Solutions’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Legacy Investment Solutions’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 		$4.04K Buy
+54
New +$3.75K ﹤0.01% 423
2024
Q4 		$18.6K Hold
254
– – 0.01% 226
2024
Q3 		$18.5K Buy
+254
New +$17.2K 0.01% 236

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

Legacy Investment Solutions's SPTM Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2025: 54 shares worth $4.04K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SPTM as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SPTM in Q3 2024 and has held it in 3 quarters since. The position peaked at $18.6K in Q4 2024. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

  • Legacy Investment Solutions held 54 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.04K as of Q2 2025.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #423 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $18.6K in Q4 2024.
  • 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 Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.