Michael A Dubis Financial Planning’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Michael A Dubis Financial Planning’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 Q1	$2.81M	Buy	41,315 +20	+0%	+$1.43K	2.73%	7
2024 Q4	$2.95M	Buy	+41,295	New	+$2.97M	2.85%	7

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 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 $21.8B AUM 28.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Michael A Dubis Financial Planning's SPTM Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.05% in Q1 2025, buying an estimated $1.43K and bringing the position to 41,315 shares worth $2.81M. The position accounts for 2.73% of the portfolio, ranked #7.

Michael A Dubis Financial Planning first reported a position in SPTM in Q4 2024 and has held it in 2 quarters since. The position peaked at $2.95M in Q4 2024. 637 funds tracked by Wall St. Rank hold SPTM as of Q1 2025.

Michael A Dubis Financial Planning held 41,315 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.81M as of Q1 2025.
Michael A Dubis Financial Planning bought 20 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2025, an estimated $1.43K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 2.73% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #7 holding.
Michael A Dubis Financial Planning first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 2 quarters since.
Michael A Dubis Financial Planning's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.95M in Q4 2024.
637 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.