Northeast Planning Associates NH’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Northeast Planning Associates NH’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 Q4	–	Sell	-2,681	Closed	-$216K	–	57
2025 Q3	$216K	Hold	2,681	–	–	0.18%	49
2025 Q2	$201K	Buy	+2,681	New	+$186K	0.18%	47
2025 Q1	–	Sell	-12,316	Closed	-$880K	–	58
2024 Q4	$880K	Buy	+12,316	New	+$886K	0.91%	19

Other funds holding SPTM

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WAP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HNB

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

Northeast Planning Associates NH's SPTM Position: Q4 2025 in Review

Northeast Planning Associates NH sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2025, closing a stake of 2,681 shares — an estimated $216K sold.

Northeast Planning Associates NH first reported a position in SPTM in Q4 2024 and held it in 3 quarters. The position peaked at $880K in Q4 2024. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

Northeast Planning Associates NH reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Northeast Planning Associates NH sold 2,681 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $216K.
Northeast Planning Associates NH first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and held it in 3 quarters.
Northeast Planning Associates NH's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $880K in Q4 2024.
734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2025.

Based on Northeast Planning Associates NH's 13F filing for Q4 2025, filed 4 Feb 2026.