SIAS
SPTM icon

Summit Investment Advisory Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Summit Investment 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
2026
Q1 		$9.37M Sell
118,567
-33,118
-22% -$2.74M 3.48% 8
2025
Q4 		$12.5M Buy
151,685
+6,200
+4% +$507K 4.72% 6
2025
Q3 		$11.7M Buy
145,485
+1,698
+1% +$132K 4.67% 6
2025
Q2 		$10.8M Buy
143,787
+4,651
+3% +$323K 4.68% 6
2025
Q1 		$9.46M Buy
139,136
+1,423
+1% +$102K 4.64% 6
2024
Q4 		$9.84M Buy
137,713
+8,315
+6% +$598K 5.07% 5
2024
Q3 		$9.07M Buy
+129,398
New +$8.74M 4.81% 6
2024
Q2 		– Sell
-128,811
Closed -$8.26M – 88
2024
Q1 		$8.26M Sell
128,811
-1,859
-1% -$113K 4.89% 5
2023
Q4 		$7.64M Buy
130,670
+4,299
+3% +$235K 4.81% 5
2023
Q3 		$6.63M Sell
126,371
-12,504
-9% -$683K 4.92% 5
2023
Q2 		$7.56M Buy
138,875
+2,633
+2% +$136K 5% 5
2023
Q1 		$6.87M Buy
136,242
+6,946
+5% +$343K 4.89% 5
2022
Q4 		$6.11M Buy
+129,296
New +$6.14M 7.4% 2

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B 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
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return