TIAA Trust, National Association’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

TIAA Trust, National Association’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	–	Sell	-8,988	Closed	-$742K	–	627
2025 Q4	$742K	Buy	8,988 +1,021	+13%	+$83.5K	﹤0.01%	422
2025 Q3	$643K	Sell	7,967 -222	-3%	-$17.3K	﹤0.01%	449
2025 Q2	$613K	Hold	8,189	–	–	﹤0.01%	434
2025 Q1	$557K	Sell	8,189 -214	-3%	-$15.3K	﹤0.01%	434
2024 Q4	$600K	Buy	8,403 +1,195	+17%	+$86K	﹤0.01%	426
2024 Q3	$505K	Hold	7,208	–	–	﹤0.01%	451
2024 Q2	$478K	Buy	7,208 +2,893	+67%	+$185K	﹤0.01%	441
2024 Q1	$277K	Hold	4,315	–	–	﹤0.01%	530
2023 Q4	$252K	Buy	+4,315	New	+$236K	﹤0.01%	525

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $21.8B AUM 28.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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 $755M AUM 20.43% 1-Year Est. Return

PFA

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

TIAA Trust, National Association's SPTM Position: Q1 2026 in Review

TIAA Trust, National Association sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2026, closing a stake of 8,988 shares — an estimated $742K sold.

TIAA Trust, National Association first reported a position in SPTM in Q4 2023 and held it in 9 quarters. The position peaked at $742K in Q4 2025. 750 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

TIAA Trust, National Association reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2026 after selling out during the quarter.
TIAA Trust, National Association sold 8,988 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $742K.
TIAA Trust, National Association first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and held it in 9 quarters.
TIAA Trust, National Association's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $742K in Q4 2025.
750 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.