PCA
SPTM icon

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 $445B AUM 25.58% 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 $171B AUM 24.68% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $20.6B AUM 34.61% 1-Year Est. Return

Prosperity Capital Advisors's SPTM Position: Q4 2025 in Review

Prosperity Capital Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2025, closing a stake of 4,686 shares — an estimated $378K sold.

Prosperity Capital Advisors first reported a position in SPTM in Q4 2022 and held it in 12 quarters. The position peaked at $2.43M in Q2 2023. 738 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

  • Prosperity Capital Advisors 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.
  • Prosperity Capital Advisors sold 4,686 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $378K.
  • Prosperity Capital Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and held it in 12 quarters.
  • Prosperity Capital Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.43M in Q2 2023.
  • 738 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2025.

Based on Prosperity Capital Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.