PAG
SPTM icon

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

Paladin Advisory 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 		$38.4K Hold
486
– – 0.03% 159
2025
Q4 		$40.1K Sell
486
-52
-10% -$4.25K 0.03% 160
2025
Q3 		$43.4K Sell
538
-653
-55% -$50.7K 0.03% 151
2025
Q2 		$89.2K Buy
1,191
+29
+2% +$2.01K 0.07% 121
2025
Q1 		$79K Buy
1,162
+473
+69% +$33.9K 0.06% 124
2024
Q4 		$49.2K Buy
689
+269
+64% +$19.4K 0.04% 155
2024
Q3 		$29.4K Buy
420
+134
+47% +$9.05K 0.02% 174
2024
Q2 		$19K Buy
286
+2
+0.7% +$128 0.01% 178
2024
Q1 		$18.2K Buy
284
+3
+1% +$183 0.01% 180
2023
Q4 		$16.4K Sell
281
-2
-0.7% -$109 0.01% 183
2023
Q3 		$14.9K Sell
283
-6
-2% -$328 0.01% 200
2023
Q2 		$15.7K Buy
289
+23
+9% +$1.19K 0.01% 201
2023
Q1 		$13.4K Buy
+266
New +$13.1K 0.01% 206
2022
Q4 		– Hold
0
– – – 482
2022
Q3 		– Hold
0
– – – 492
2022
Q2 		– Hold
0
– – – 488
2022
Q1 		– Hold
0
– – – 487
2021
Q4 		– Hold
0
– – – 483

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $376B 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 $38B 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 $32.1B 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 $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return