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

Principal Securities’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
-198
Closed -$16K – 3228
2025
Q3 		$16K Hold
198
– – ﹤0.01% 2512
2025
Q2 		$14.8K Sell
198
-32
-14% -$2.22K ﹤0.01% 2461
2025
Q1 		$16.4K Hold
230
– – ﹤0.01% 2317
2024
Q4 		$16.4K Sell
230
-32
-12% -$2.3K ﹤0.01% 2313
2024
Q3 		$18.3K Sell
262
-564
-68% -$38.1K ﹤0.01% 2161
2024
Q2 		$54.8K Buy
826
+596
+259% +$38.2K ﹤0.01% 1582
2024
Q1 		$14.8K Hold
230
– – ﹤0.01% 2162
2023
Q4 		$13.4K Buy
+230
New +$12.6K ﹤0.01% 2116

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

Principal Securities's SPTM Position: Q4 2025 in Review

Principal Securities sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2025, closing a stake of 198 shares — an estimated $16K sold.

Principal Securities first reported a position in SPTM in Q4 2023 and held it in 8 quarters. The position peaked at $54.8K in Q2 2024. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

  • Principal Securities 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.
  • Principal Securities sold 198 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $16K.
  • Principal Securities first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $54.8K in Q2 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 Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.