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

PSI 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 Q2	–	Sell	-569	Closed	-$38.7K	–	608
2025 Q1	$38.7K	Hold	569	–	–	0.01%	276
2024 Q4	$40.6K	Hold	569	–	–	0.01%	305
2024 Q3	$39.9K	Hold	569	–	–	0.01%	304
2024 Q2	$37.8K	Sell	569 -100	-15%	-$6.4K	0.01%	295
2024 Q1	$42.9K	Hold	669	–	–	0.02%	279
2023 Q4	$39.1K	Hold	669	–	–	0.01%	303
2023 Q3	$35.1K	Hold	669	–	–	0.02%	290
2023 Q2	$36.4K	Hold	669	–	–	0.02%	287
2023 Q1	$33.7K	Sell	669 -177	-21%	-$8.74K	0.02%	266
2022 Q4	$40K	Buy	846 +1	+0.1%	+$48	0.02%	246
2022 Q3	$37K	Sell	845 -29	-3%	-$1.42K	0.02%	261
2022 Q2	$41K	Buy	874 +1	+0.1%	+$50	0.02%	281
2022 Q1	$49K	Sell	873 -777	-47%	-$42.6K	0.02%	272
2021 Q4	$96K	Sell	1,650 -6,741	-80%	-$381K	0.04%	207
2021 Q3	$445K	Buy	+8,391	New	+$456K	0.2%	91

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 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 $21.3B AUM 22.13% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

PSI Advisors's SPTM Position: Q2 2025 in Review

PSI Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2025, closing a stake of 569 shares — an estimated $38.7K sold.

PSI Advisors first reported a position in SPTM in Q3 2021 and held it in 15 quarters. The position peaked at $445K in Q3 2021. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

PSI Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2025 after selling out during the quarter.
PSI Advisors sold 569 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $38.7K.
PSI Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and held it in 15 quarters.
PSI Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $445K in Q3 2021.
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 PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.