M&T Bank’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

M&T Bank’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
2024 Q4	–	Sell	-5,610	Closed	-$393K	–	1686
2024 Q3	$393K	Sell	5,610 -1,940	-26%	-$131K	﹤0.01%	1250
2024 Q2	$501K	Sell	7,550 -2,095	-22%	-$134K	﹤0.01%	1121
2024 Q1	$619K	Sell	9,645 -23,211	-71%	-$1.42M	﹤0.01%	1052
2023 Q4	$1.92M	Sell	32,856 -4,015	-11%	-$219K	0.01%	646
2023 Q3	$1.94M	Sell	36,871 -3,868	-9%	-$211K	0.01%	627
2023 Q2	$2.22M	Sell	40,739 -2,336	-5%	-$121K	0.01%	612
2023 Q1	$2.17M	Sell	43,075 -4,646	-10%	-$229K	0.01%	614
2022 Q4	$2.26M	Sell	47,721 -417	-0.9%	-$19.8K	0.01%	579
2022 Q3	$2.12M	Sell	48,138 -1,685	-3%	-$82.5K	0.01%	573
2022 Q2	$72K	Buy	+49,823	New	+$2.52M	﹤0.01%	1492

Other funds holding SPTM

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

HNB

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

M&T Bank's SPTM Position: Q4 2024 in Review

M&T Bank sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2024, closing a stake of 5,610 shares — an estimated $393K sold.

M&T Bank first reported a position in SPTM in Q2 2022 and held it in 10 quarters. The position peaked at $2.26M in Q4 2022. 633 funds tracked by Wall St. Rank hold SPTM as of Q4 2024.

M&T Bank reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2024 after selling out during the quarter.
M&T Bank sold 5,610 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2024, an estimated $393K.
M&T Bank first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and held it in 10 quarters.
M&T Bank's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.26M in Q4 2022.
633 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2024.

Based on M&T Bank's 13F filing for Q4 2024, filed 6 Feb 2025.