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

TFG Advisers’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 Q2	$350K	Buy	4,677 +23	+0.5%	+$1.6K	0.12%	163
2025 Q1	$317K	Buy	4,654 +872	+23%	+$62.4K	0.11%	165
2024 Q4	$270K	Buy	+3,782	New	+$272K	0.1%	179
2020 Q1	–	Sell	-2,614	Closed	-$104K	–	401
2019 Q4	$104K	Buy	+2,614	New	+$99.7K	0.06%	217

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

TFG Advisers's SPTM Position: Q2 2025 in Review

TFG Advisers increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.49% in Q2 2025, buying an estimated $1.6K and bringing the position to 4,677 shares worth $350K. The position accounts for 0.12% of the portfolio, ranked #163.

TFG Advisers first reported a position in SPTM in Q4 2019 and has held it in 4 quarters since. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

TFG Advisers held 4,677 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $350K as of Q2 2025.
TFG Advisers bought 23 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $1.6K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.12% of TFG Advisers's portfolio in Q2 2025, its #163 holding.
TFG Advisers first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 4 quarters since.
659 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.