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

Pitcairn’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
-33,050
Closed -$2.67M – 500
2025
Q3 		$2.67M Hold
33,050
– – 0.21% 80
2025
Q2 		$2.48M Hold
33,050
– – 0.16% 115
2025
Q1 		$2.25M Sell
33,050
-7,845
-19% -$562K 0.14% 134
2024
Q4 		$2.92M Hold
40,895
– – 0.17% 108
2024
Q3 		$2.87M Buy
+40,895
New +$2.76M 0.17% 115

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Creative Planning
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
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Pitcairn's SPTM Position: Q4 2025 in Review

Pitcairn sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2025, closing a stake of 33,050 shares — an estimated $2.67M sold.

Pitcairn first reported a position in SPTM in Q3 2024 and held it in 5 quarters. The position peaked at $2.92M in Q4 2024. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

  • Pitcairn 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.
  • Pitcairn sold 33,050 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $2.67M.
  • Pitcairn first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2024 and held it in 5 quarters.
  • Pitcairn's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.92M 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 Pitcairn's 13F filing for Q4 2025.