PCA
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Prosperity Capital Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Prosperity Capital Advisors’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
-4,686
Closed -$378K – 446
2025
Q3 		$378K Sell
4,686
-50
-1% -$3.89K 0.02% 312
2025
Q2 		$355K Sell
4,736
-601
-11% -$41.7K 0.02% 300
2025
Q1 		$364K Buy
5,337
+44
+0.8% +$3.15K 0.03% 269
2024
Q4 		$378K Sell
5,293
-17,346
-77% -$1.25M 0.03% 252
2024
Q3 		$1.59M Sell
22,639
-221
-1% -$14.9K 0.14% 118
2024
Q2 		$1.52M Sell
22,860
-6,557
-22% -$420K 0.17% 91
2024
Q1 		$1.89M Sell
29,417
-7,885
-21% -$481K 0.22% 76
2023
Q4 		$2.18M Sell
37,302
-6,532
-15% -$357K 0.24% 56
2023
Q3 		$2.3M Sell
43,834
-804
-2% -$43.9K 0.3% 50
2023
Q2 		$2.43M Buy
44,638
+6,205
+16% +$320K 0.34% 54
2023
Q1 		$1.94M Buy
38,433
+12,709
+49% +$628K 0.3% 53
2022
Q4 		$1.22M Buy
+25,724
New +$1.22M 0.37% 52

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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 $32.1B 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 $45.5B AUM 21.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return