SPC Financial Inc’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

SPC Financial Inc’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 Q1	–	Sell	-131,705	Closed	-$9.41M	–	268
2024 Q4	$9.41M	Buy	+131,705	New	+$9.48M	0.82%	28
2024 Q2	–	Sell	-4,659	Closed	-$299K	–	249
2024 Q1	$299K	Sell	4,659 -621,511	-99%	-$37.9M	0.03%	197
2023 Q4	$36.6M	Buy	+626,170	New	+$34.2M	3.73%	5

Other funds holding SPTM

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

WAP

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

SPC Financial Inc's SPTM Position: Q1 2025 in Review

SPC Financial Inc sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2025, closing a stake of 131,705 shares — an estimated $9.41M sold.

SPC Financial Inc first reported a position in SPTM in Q4 2023 and held it in 3 quarters. The position peaked at $36.6M in Q4 2023. 637 funds tracked by Wall St. Rank hold SPTM as of Q1 2025.

SPC Financial Inc reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2025 after selling out during the quarter.
SPC Financial Inc sold 131,705 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2025, an estimated $9.41M.
SPC Financial Inc first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and held it in 3 quarters.
SPC Financial Inc's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $36.6M in Q4 2023.
637 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2025.

Based on SPC Financial Inc's 13F filing for Q1 2025, filed 8 May 2025.