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

Simplicity Wealth’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
-5,406
Closed -$405K – 738
2025
Q2 		$405K Buy
+5,406
New +$375K 0.02% 504
2025
Q1 		– Sell
-18,746
Closed -$1.34M – 604
2024
Q4 		$1.34M Sell
18,746
-1,427
-7% -$103K 0.28% 67
2024
Q3 		$1.41M Sell
20,173
-26,394
-57% -$1.78M 0.13% 145
2024
Q2 		$3.09M Buy
46,567
+487
+1% +$31.2K 0.07% 267
2024
Q1 		$2.96M Buy
46,080
+40,886
+787% +$2.49M 0.07% 270
2023
Q4 		$304K Buy
5,194
+1,298
+33% +$70.9K 0.12% 138
2023
Q3 		$205K Buy
+3,896
New +$213K 0.12% 89

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $147B AUM 18.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $18.1B AUM 24.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return