Neuberger Berman Group
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Neuberger Berman Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Neuberger Berman Group’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 		$330K Sell
4,174
-130
-3% -$10.7K ﹤0.01% 1797
2025
Q4 		$355K Hold
4,304
– – ﹤0.01% 1738
2025
Q3 		$347K Buy
+4,304
New +$334K ﹤0.01% 1709

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
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

Neuberger Berman Group's SPTM Position: Q1 2026 in Review

Neuberger Berman Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3% in Q1 2026, selling an estimated $10.7K and leaving 4,174 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Neuberger Berman Group first reported a position in SPTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $355K in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Neuberger Berman Group held 4,174 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $330K as of Q1 2026.
  • Neuberger Berman Group sold 130 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $10.7K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Neuberger Berman Group's portfolio in Q1 2026, its #1797 holding.
  • Neuberger Berman Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
  • Neuberger Berman Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $355K in Q4 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 Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.