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

PrairieView Partners’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	$444K	Hold	5,936	–	–	0.04%	96
2025 Q1	$403K	Sell	5,936 -850	-13%	-$60.8K	0.04%	96
2024 Q4	$484K	Sell	6,786 -700	-9%	-$50.4K	0.05%	90
2024 Q3	$524K	Hold	7,486	–	–	0.05%	86
2024 Q2	$496K	Hold	7,486	–	–	0.06%	91
2024 Q1	$481K	Hold	7,486	–	–	0.06%	80
2023 Q4	$438K	Hold	7,486	–	–	0.05%	83
2023 Q3	$392K	Hold	7,486	–	–	0.05%	80
2023 Q2	$407K	Sell	7,486 -222	-3%	-$11.5K	0.05%	82
2023 Q1	$388K	Buy	7,708 +1	+0%	+$49	0.05%	81
2022 Q4	$364K	Sell	7,707 -97	-1%	-$4.61K	0.05%	82
2022 Q3	$344K	Sell	7,804 -12,811	-62%	-$627K	0.06%	82
2022 Q2	$958K	Buy	20,615 +559	+3%	+$28.2K	0.15%	54
2022 Q1	$1.11M	Buy	20,056 +13,636	+212%	+$748K	0.16%	50
2021 Q4	$375K	Buy	6,420 +1	+0%	+$57	0.05%	73
2021 Q3	$340K	Hold	6,419	–	–	0.05%	71
2021 Q2	$340K	Sell	6,419 -423	-6%	-$21.9K	0.05%	71
2021 Q1	$337K	Sell	6,842 -103	-1%	-$4.92K	0.05%	71
2020 Q4	$320K	Sell	6,945 -558	-7%	-$24.3K	0.06%	69
2020 Q3	$307K	Sell	7,503 -98	-1%	-$3.97K	0.06%	67
2020 Q2	$287K	Sell	7,601 -34	-0.4%	-$1.22K	0.06%	63
2020 Q1	$240K	Sell	7,635 -452	-6%	-$17K	0.06%	66
2019 Q4	$322K	Sell	8,087 -2,411	-23%	-$91.9K	0.07%	66
2019 Q3	$386K	Buy	10,498 +92	+0.9%	+$3.37K	0.09%	63
2019 Q2	$379K	Buy	+10,406	New	+$373K	0.09%	46

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 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 $9.42B AUM 17.63% 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 $424B AUM 22.96% 1-Year Est. Return

HFS

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

PrairieView Partners's SPTM Position: Q2 2025 in Review

PrairieView Partners held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2025 at 5,936 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #96.

PrairieView Partners first reported a position in SPTM in Q2 2019 and has held it in 25 quarters since. The position peaked at $1.11M in Q1 2022. 660 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

PrairieView Partners held 5,936 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $444K as of Q2 2025.
PrairieView Partners left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2025.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of PrairieView Partners's portfolio in Q2 2025, its #96 holding.
PrairieView Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2019 and has held it in 25 quarters since.
PrairieView Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.11M in Q1 2022.
660 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.