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

Redmont Wealth 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 		$660 Hold
8
– – ﹤0.01% 296
2025
Q3 		$645 Hold
8
– – ﹤0.01% 300
2025
Q2 		$599 Hold
8
– – ﹤0.01% 296
2025
Q1 		$544 Buy
+8
New +$573 ﹤0.01% 168
2024
Q4 		– Sell
-8
Closed -$560 – 271
2024
Q3 		$560 Hold
8
– – ﹤0.01% 310
2024
Q2 		$531 Buy
+8
New +$512 ﹤0.01% 326

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

Redmont Wealth Advisors's SPTM Position: Q4 2025 in Review

Redmont Wealth Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q4 2025 at 8 shares worth $660. The position accounts for ﹤0.01% of the portfolio, ranked #296.

Redmont Wealth Advisors first reported a position in SPTM in Q2 2024 and has held it in 6 quarters since. 736 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

  • Redmont Wealth Advisors held 8 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $660 as of Q4 2025.
  • Redmont Wealth Advisors left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q4 2025.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #296 holding.
  • Redmont Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and has held it in 6 quarters since.
  • 736 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.