Tower View Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Tower View Wealth Management’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	$8.05K	Hold	102	–	–	﹤0.01%	154
2025 Q4	$8.38K	Buy	102 +1	+1%	+$82	﹤0.01%	139
2025 Q3	$8.17K	Hold	101	–	–	﹤0.01%	132
2025 Q2	$7.56K	Hold	101	–	–	﹤0.01%	150
2025 Q1	$6.85K	Buy	101 +1	+1%	+$72	﹤0.01%	142
2024 Q4	$7.17K	Hold	100	–	–	﹤0.01%	139
2024 Q3	$7.01K	Hold	100	–	–	﹤0.01%	149
2024 Q2	$6.63K	Hold	100	–	–	﹤0.01%	146
2024 Q1	$6.42K	Buy	+100	New	+$6.1K	﹤0.01%	149

Other funds holding SPTM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return

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

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

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