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Stuart Chaussee & Associates’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Stuart Chaussee & Associates’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
Q4 		– Sell
-205
Closed -$16.5K – 131
2025
Q3 		$16.5K Sell
205
-270
-57% -$21K ﹤0.01% 136
2025
Q2 		$35.6K Hold
475
– – 0.01% 103
2025
Q1 		$32.3K Hold
475
– – 0.01% 100
2024
Q4 		$33.9K Buy
475
+31
+7% +$2.23K 0.01% 97
2024
Q3 		$31.1K Hold
444
– – 0.01% 88
2024
Q2 		$29.5K Hold
444
– – 0.01% 92
2024
Q1 		$28.5K Hold
444
– – 0.01% 88
2023
Q4 		$26K Hold
444
– – 0.01% 83
2023
Q3 		$23.3K Hold
444
– – 0.01% 67
2023
Q2 		$24.2K Hold
444
– – 0.01% 67
2023
Q1 		$22.4K Buy
444
+27
+6% +$1.33K 0.01% 64
2022
Q4 		$19.7K Hold
417
– – 0.01% 71
2022
Q3 		$18K Hold
417
– – 0.04% 65
2022
Q2 		$19K Hold
417
– – 0.04% 68
2022
Q1 		$23K Hold
417
– – 0.01% 77
2021
Q4 		$24K Buy
417
+9
+2% +$509 0.01% 73
2021
Q3 		$22K Buy
408
+12
+3% +$653 0.03% 61
2021
Q2 		$21K Hold
396
– – 0.01% 68
2021
Q1 		$19K Buy
396
+27
+7% +$1.29K 0.01% 80
2020
Q4 		$17K Hold
369
– – 0.01% 60
2020
Q3 		$15K Buy
369
+13
+4% +$526 0.01% 65
2020
Q2 		$13K Hold
356
– – 0.01% 50
2020
Q1 		$11K Buy
356
+22
+7% +$828 0.01% 48
2019
Q4 		$13K Buy
334
+23
+7% +$877 0.01% 73
2019
Q3 		$11K Buy
311
+100
+47% +$3.67K 0.01% 82
2019
Q2 		$8K Buy
211
+82
+64% +$2.94K 0.01% 92
2019
Q1 		$5K Buy
+129
New +$4.37K ﹤0.01% 93
2018
Q4 		– Sell
-359,442
Closed -$13M – 134
2018
Q3 		$13M Buy
359,442
+8,523
+2% +$303K 8.24% 6
2018
Q2 		$11.9M Buy
+350,919
New +$11.8M 8.03% 6
2018
Q1 		– Sell
-405
Closed -$14K – 118
2017
Q4 		$14K Buy
+405
New +$13.1K 0.01% 60

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
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

Stuart Chaussee & Associates's SPTM Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2025, closing a stake of 205 shares — an estimated $16.5K sold.

Stuart Chaussee & Associates first reported a position in SPTM in Q4 2017 and held it in 30 quarters. The position peaked at $13M in Q3 2018. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 205 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $16.5K.
  • Stuart Chaussee & Associates first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and held it in 30 quarters.
  • Stuart Chaussee & Associates's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $13M in Q3 2018.
  • 734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.