Robertson Stephens Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Robertson Stephens Wealth Management’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 Q3	–	Sell	-8,730	Closed	-$654K	–	569
2025 Q2	$654K	Hold	8,730	–	–	0.02%	327
2025 Q1	$594K	Hold	8,730	–	–	0.02%	344
2024 Q4	$624K	Hold	8,730	–	–	0.02%	328
2024 Q3	$612K	Hold	8,730	–	–	0.02%	368
2024 Q2	$579K	Hold	8,730	–	–	0.03%	314
2024 Q1	$560K	Hold	8,730	–	–	0.03%	327
2023 Q4	$510K	Hold	8,730	–	–	0.03%	307
2023 Q3	$458K	Hold	8,730	–	–	0.03%	318
2023 Q2	$475K	Hold	8,730	–	–	0.03%	285
2023 Q1	$440K	Sell	8,730 -100	-1%	-$4.94K	0.03%	304
2022 Q4	$418K	Hold	8,830	–	–	0.04%	286
2022 Q3	$389K	Hold	8,830	–	–	0.04%	245
2022 Q2	$410K	Hold	8,830	–	–	0.04%	260
2022 Q1	$490K	Hold	8,830	–	–	0.04%	251
2021 Q4	$516K	Buy	8,830 +100	+1%	+$5.66K	0.04%	253
2021 Q3	$462K	Hold	8,730	–	–	0.05%	214
2021 Q2	$462K	Hold	8,730	–	–	0.06%	216
2021 Q1	$429K	Hold	8,730	–	–	0.07%	192
2020 Q4	$402K	Hold	8,730	–	–	0.08%	156
2020 Q3	$356K	Hold	8,730	–	–	0.09%	162
2020 Q2	$329K	Hold	8,730	–	–	0.09%	134
2020 Q1	$275K	Buy	+8,730	New	+$328K	0.09%	147

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Robertson Stephens Wealth Management's SPTM Position: Q3 2025 in Review

Robertson Stephens Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2025, closing a stake of 8,730 shares — an estimated $654K sold.

Robertson Stephens Wealth Management first reported a position in SPTM in Q1 2020 and held it in 22 quarters. The position peaked at $654K in Q2 2025. 674 funds tracked by Wall St. Rank hold SPTM as of Q3 2025.

Robertson Stephens Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2025 after selling out during the quarter.
Robertson Stephens Wealth Management sold 8,730 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2025, an estimated $654K.
Robertson Stephens Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and held it in 22 quarters.
Robertson Stephens Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $654K in Q2 2025.
674 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2025.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.