North Star Investment Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

North Star Investment Management’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	$62K	Buy	784 +2	+0.3%	+$165	﹤0.01%	685
2025 Q4	$64.5K	Buy	782 +2	+0.3%	+$164	﹤0.01%	619
2025 Q3	$62.9K	Buy	780 +2	+0.3%	+$155	﹤0.01%	610
2025 Q2	$58.2K	Buy	778 +3	+0.4%	+$208	﹤0.01%	604
2025 Q1	$52.7K	Buy	775 +2	+0.3%	+$143	﹤0.01%	599
2024 Q4	$55.2K	Buy	+773	New	+$55.6K	﹤0.01%	602
2022 Q4	–	Sell	-389	Closed	-$17K	–	1341
2022 Q3	$17K	Buy	+389	New	+$19K	﹤0.01%	727

Other funds holding SPTM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 $38B AUM 19.66% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

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

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

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