TWC
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TD Waterhouse Canada’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

TD Waterhouse Canada’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 		$1.67K Hold
21
– – ﹤0.01% 2057
2025
Q4 		$1.73K Hold
21
– – ﹤0.01% 1834
2025
Q3 		$1.7K Sell
21
-1
-5% -$78 ﹤0.01% 1848
2025
Q2 		$1.65K Sell
22
-2
-8% -$139 ﹤0.01% 1750
2025
Q1 		$1.64K Sell
24
-129
-84% -$9.23K ﹤0.01% 1697
2024
Q4 		$10.9K Buy
153
+132
+629% +$9.5K ﹤0.01% 1394
2024
Q3 		$1.46K Hold
21
– – ﹤0.01% 1668
2024
Q2 		$1.4K Sell
21
-6
-22% -$384 ﹤0.01% 1699
2024
Q1 		$1.72K Sell
27
-91
-77% -$5.55K ﹤0.01% 1691
2023
Q4 		$6.77K Sell
118
-175
-60% -$9.55K ﹤0.01% 1331
2023
Q3 		$20.6K Hold
293
– – ﹤0.01% 1090
2023
Q2 		$16K Buy
293
+21
+8% +$1.08K ﹤0.01% 1153
2023
Q1 		$13.8K Hold
272
– – ﹤0.01% 1159
2022
Q4 		$12.8K Hold
272
– – ﹤0.01% 1173
2022
Q3 		$12.3K Hold
272
– – ﹤0.01% 1197
2022
Q2 		$12.8K Buy
272
+149
+121% +$7.52K ﹤0.01% 1202
2022
Q1 		$6.86K Buy
+123
New +$6.74K ﹤0.01% 1400

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