Old Mission Capital’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Old Mission Capital’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 Q2	–	Sell	-53,158	Closed	-$3.62M	–	1293
2025 Q1	$3.62M	Buy	+53,158	New	+$3.81M	0.05%	155
2020 Q3	–	Sell	-37,078	Closed	-$1.4M	–	585
2020 Q2	$1.4M	Buy	+37,078	New	+$1.33M	0.1%	154

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 $21.3B AUM 22.13% 1-Year Est. Return

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

WAP

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

HNB

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Old Mission Capital's SPTM Position: Q2 2025 in Review

Old Mission Capital sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2025, closing a stake of 53,158 shares — an estimated $3.62M sold.

Old Mission Capital first reported a position in SPTM in Q2 2020 and held it in 2 quarters. The position peaked at $3.62M in Q1 2025. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

Old Mission Capital reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Old Mission Capital sold 53,158 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $3.62M.
Old Mission Capital first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020 and held it in 2 quarters.
Old Mission Capital's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.62M in Q1 2025.
659 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Old Mission Capital's 13F filing for Q2 2025, filed 14 Aug 2025.