SPAS
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Spectrum Planning & Advisory Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Spectrum Planning & Advisory Services’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
-85,402
Closed -$6.1M – 69
2024
Q4 		$6.1M Buy
+85,402
New +$6.15M 5.29% 6
2023
Q4 		$957K Buy
16,366
+152
+0.9% +$8.3K 1.36% 17
2023
Q3 		$851K Sell
16,214
-10
-0.1% -$547 1.34% 16
2023
Q2 		$885K Sell
16,224
-303
-2% -$15.6K 1.33% 17
2023
Q1 		$833K Sell
16,527
-4,375
-21% -$216K 1.35% 17
2022
Q4 		$988K Sell
20,902
-423
-2% -$20.1K 1.35% 15
2022
Q3 		$941K Sell
21,325
-1,241
-5% -$60.8K 0.95% 22
2022
Q2 		$1.05M Sell
22,566
-1,109
-5% -$56K 1.09% 20
2022
Q1 		$1.32M Sell
23,675
-406
-2% -$22.3K 1.2% 20
2021
Q4 		$1.41M Sell
24,081
-209
-0.9% -$11.8K 1.28% 22
2021
Q3 		$1.29M Sell
24,290
-2,048
-8% -$111K 1.26% 22
2021
Q2 		$1.4M Sell
26,338
-712
-3% -$36.8K 1.34% 19
2021
Q1 		$1.33M Sell
27,050
-7,267
-21% -$347K 1.37% 20
2020
Q4 		$1.58M Buy
+34,317
New +$1.5M 1.7% 17

Other funds holding SPTM

LPL Financial
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)
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
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
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

Spectrum Planning & Advisory Services's SPTM Position: Q1 2025 in Review

Spectrum Planning & Advisory Services sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2025, closing a stake of 85,402 shares — an estimated $6.1M sold.

Spectrum Planning & Advisory Services first reported a position in SPTM in Q4 2020 and held it in 14 quarters. The position peaked at $6.1M in Q4 2024. 637 funds tracked by Wall St. Rank hold SPTM as of Q1 2025.

  • Spectrum Planning & Advisory Services 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.
  • Spectrum Planning & Advisory Services sold 85,402 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2025, an estimated $6.1M.
  • Spectrum Planning & Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and held it in 14 quarters.
  • Spectrum Planning & Advisory Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $6.1M in Q4 2024.
  • 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 Spectrum Planning & Advisory Services's 13F filing for Q1 2025, filed 22 Apr 2025.