SFC
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Strategic Financial Concepts’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Strategic Financial Concepts’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
-14,919
Closed -$1.12M – 311
2025
Q2 		$1.12M Sell
14,919
-1,927
-11% -$134K 0.16% 75
2025
Q1 		$1.15M Buy
16,846
+399
+2% +$28.6K 0.21% 103
2024
Q4 		$1.17M Buy
16,447
+199
+1% +$14.3K 0.23% 95
2024
Q3 		$1.14M Sell
16,248
-1,059,410
-98% -$71.5M 0.36% 58
2024
Q2 		$58.6K Buy
1,075,658
+1,058,096
+6,025% +$67.7M 0.03% 230
2024
Q1 		$1.13M Buy
17,562
+7,267
+71% +$443K 0.27% 85
2023
Q4 		$602K Sell
10,295
-20,133
-66% -$1.1M 0.36% 73
2023
Q3 		$1.6M Buy
30,428
+7,324
+32% +$400K 0.54% 52
2023
Q2 		$1.26M Buy
23,104
+1,168
+5% +$60.3K 0.46% 62
2023
Q1 		$1.11M Buy
+21,936
New +$1.08M 0.45% 61

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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 $59.6B 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