National Bank of Canada’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

National Bank of Canada’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	$13.1K	Hold	166	–	–	﹤0.01%	2273
2025 Q4	$13.7K	Hold	166	–	–	﹤0.01%	2247
2025 Q3	$13.4K	Sell	166 -177	-52%	-$13.8K	﹤0.01%	2249
2025 Q2	$25.7K	Buy	343 +177	+107%	+$12.3K	﹤0.01%	2117
2025 Q1	$11.3K	Buy	+166	New	+$11.9K	﹤0.01%	2218
2024 Q2	–	Sell	-170	Closed	-$10.9K	–	2826
2024 Q1	$10.9K	Buy	170 +130	+325%	+$7.93K	﹤0.01%	2157
2023 Q4	$2.32K	Sell	40 -338	-89%	-$18.5K	﹤0.01%	2441
2023 Q3	$19.6K	Buy	378 +130	+52%	+$7.11K	﹤0.01%	2046
2023 Q2	$13.5K	Buy	248 +204	+464%	+$10.5K	﹤0.01%	2106
2023 Q1	$2.22K	Buy	+44	New	+$2.17K	﹤0.01%	2423

Other funds holding SPTM

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $8.42B AUM 14.36% 1-Year Est. Return

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 $755M AUM 20.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

National Bank of Canada's SPTM Position: Q1 2026 in Review

National Bank of Canada held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 166 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

National Bank of Canada first reported a position in SPTM in Q1 2023 and has held it in 10 quarters since. The position peaked at $25.7K in Q2 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

National Bank of Canada held 166 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $13.1K as of Q1 2026.
National Bank of Canada left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #2273 holding.
National Bank of Canada first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and has held it in 10 quarters since.
National Bank of Canada's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $25.7K in Q2 2025.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.