TIAA Trust, National Association
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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
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