LGT Financial Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

LGT Financial Advisors’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	-107	Closed	-$8.65K	–	360
2025 Q3	$8.65K	Hold	107	–	–	0.02%	246
2025 Q2	$8.01K	Hold	107	–	–	0.02%	229
2025 Q1	$7.25K	Buy	107 +1	+0.9%	+$72	0.02%	193
2024 Q4	$7.59K	Hold	106	–	–	0.02%	488
2024 Q3	$7.42K	Hold	106	–	–	0.02%	463
2024 Q2	$7K	Buy	106 +1	+1%	+$64	0.01%	543
2024 Q1	$6.75K	Hold	105	–	–	0.01%	560
2023 Q4	$6.13K	Buy	105 +1	+1%	+$55	0.01%	590
2023 Q3	$5.48K	Hold	104	–	–	0.01%	595
2023 Q2	$5.66K	Buy	+104	New	+$5.37K	0.01%	197
2023 Q1	–	Sell	-101	Closed	-$4.78K	–	182
2022 Q4	$4.78K	Buy	+101	New	+$4.8K	0.01%	166

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

LGT Financial Advisors's SPTM Position: Q4 2025 in Review

LGT Financial Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2025, closing a stake of 107 shares — an estimated $8.65K sold.

LGT Financial Advisors first reported a position in SPTM in Q4 2022 and held it in 11 quarters. The position peaked at $8.65K in Q3 2025. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

LGT Financial Advisors 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.
LGT Financial Advisors sold 107 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $8.65K.
LGT Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $8.65K 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 LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.