Thrivent Financial for Lutherans’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Thrivent Financial for Lutherans’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 Q1	–	Sell	-30,163	Closed	-$2.15M	–	2533
2024 Q4	$2.15M	Hold	30,163	–	–	﹤0.01%	1372
2024 Q3	$2.11M	Hold	30,163	–	–	﹤0.01%	1397
2024 Q2	$2M	Hold	30,163	–	–	﹤0.01%	1375
2024 Q1	$1.94M	Hold	30,163	–	–	﹤0.01%	1446
2023 Q4	$1.76M	Hold	30,163	–	–	﹤0.01%	1470
2023 Q3	$1.58M	Hold	30,163	–	–	﹤0.01%	1459
2023 Q2	$1.64M	Hold	30,163	–	–	﹤0.01%	1472
2023 Q1	$1.52M	Buy	+30,163	New	+$1.49M	﹤0.01%	1492

Other funds holding SPTM

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

HNB

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

WAP

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Thrivent Financial for Lutherans's SPTM Position: Q1 2025 in Review

Thrivent Financial for Lutherans sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2025, closing a stake of 30,163 shares — an estimated $2.15M sold.

Thrivent Financial for Lutherans first reported a position in SPTM in Q1 2023 and held it in 8 quarters. The position peaked at $2.15M in Q4 2024. 637 funds tracked by Wall St. Rank hold SPTM as of Q1 2025.

Thrivent Financial for Lutherans reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Thrivent Financial for Lutherans sold 30,163 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2025, an estimated $2.15M.
Thrivent Financial for Lutherans first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and held it in 8 quarters.
Thrivent Financial for Lutherans's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.15M in Q4 2024.
637 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2025.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2025, filed 13 May 2025.