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Salem Investment Counselors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Salem Investment Counselors’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
2026
Q2 		$82.2K Hold
905
– – ﹤0.01% 534
2026
Q1 		$71.5K Buy
+905
New +$74.7K ﹤0.01% 531
2025
Q4 		– Sell
-913
Closed -$73.6K – 1040
2025
Q3 		$73.6K Sell
913
-45
-5% -$3.5K ﹤0.01% 527
2025
Q2 		$71.7K Buy
958
+135
+16% +$9.37K ﹤0.01% 522
2025
Q1 		$56K Hold
823
– – ﹤0.01% 553
2024
Q4 		$58.8K Hold
823
– – ﹤0.01% 548
2024
Q3 		$57.7K Buy
+823
New +$55.6K ﹤0.01% 555
2023
Q3 		– Sell
-200
Closed -$10.9K – 1169
2023
Q2 		$10.9K Hold
200
– – ﹤0.01% 811
2023
Q1 		$10.1K Hold
200
– – ﹤0.01% 812
2022
Q4 		$9.46K Hold
200
– – ﹤0.01% 792
2022
Q3 		$9K Buy
+200
New +$9.79K ﹤0.01% 780

Other funds holding SPTM

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $127M AUM
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return