Sunbelt Securities’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Sunbelt Securities’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	$197K	Hold	2,486	–	–	0.01%	645
2025 Q4	$205K	Hold	2,486	–	–	0.01%	633
2025 Q3	$200K	Hold	2,486	–	–	0.01%	638
2025 Q2	$178K	Hold	2,486	–	–	0.02%	618
2025 Q1	$169K	Hold	2,486	–	–	0.02%	606
2024 Q4	$178K	Hold	2,486	–	–	0.02%	619
2024 Q3	$174K	Hold	2,486	–	–	0.02%	628
2024 Q2	$165K	Hold	2,486	–	–	0.02%	610
2024 Q1	$159K	Hold	2,486	–	–	0.02%	597
2023 Q4	$145K	Hold	2,486	–	–	0.02%	576
2023 Q3	$130K	Hold	2,486	–	–	0.02%	582
2023 Q2	$135K	Hold	2,486	–	–	0.02%	561
2023 Q1	$124K	Buy	+2,486	New	+$123K	0.02%	533

Other funds holding SPTM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

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

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return