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

Priebe Wealth Holdings’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 		$1.32M Sell
17,655
-1,245
-7% -$86.4K 1.14% 21
2025
Q1 		$1.29M Sell
18,900
-6,805
-26% -$487K 0.8% 24
2024
Q4 		$1.84M Sell
25,705
-6,390
-20% -$460K 1.24% 13
2024
Q3 		$2.25M Sell
32,095
-6,190
-16% -$418K 1.64% 11
2024
Q2 		$2.54M Buy
38,285
+1,035
+3% +$66.3K 2.01% 10
2024
Q1 		$2.39M Sell
37,250
-480
-1% -$29.3K 1.86% 11
2023
Q4 		$2.21M Buy
+37,730
New +$2.06M 1.81% 11

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

Priebe Wealth Holdings's SPTM Position: Q2 2025 in Review

Priebe Wealth Holdings reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 6.6% in Q2 2025, selling an estimated $86.4K and leaving 17,655 shares worth $1.32M. The position accounts for 1.14% of the portfolio, ranked #21.

Priebe Wealth Holdings first reported a position in SPTM in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.54M in Q2 2024. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

  • Priebe Wealth Holdings held 17,655 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.32M as of Q2 2025.
  • Priebe Wealth Holdings sold 1,245 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $86.4K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.14% of Priebe Wealth Holdings's portfolio in Q2 2025, its #21 holding.
  • Priebe Wealth Holdings first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 7 quarters since.
  • Priebe Wealth Holdings's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.54M in Q2 2024.
  • 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 Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.