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US Financial Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

US Financial Advisors’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 		$792K Buy
11,645
+294
+3% +$21K 0.23% 45
2024
Q4 		$811K Sell
11,351
-298
-3% -$21.4K 0.25% 44
2024
Q3 		$816K Sell
11,649
-108
-0.9% -$7.29K 0.25% 43
2024
Q2 		$780K Buy
11,757
+293
+3% +$18.8K 0.26% 45
2024
Q1 		$735K Buy
11,464
+558
+5% +$34K 0.25% 44
2023
Q4 		$637K Sell
10,906
-560
-5% -$30.6K 0.24% 44
2023
Q3 		$602K Sell
11,466
-1,023
-8% -$55.9K 0.25% 44
2023
Q2 		$680K Buy
12,489
+651
+5% +$33.6K 0.29% 39
2023
Q1 		$597K Buy
11,838
+243
+2% +$12K 0.27% 43
2022
Q4 		$548K Sell
11,595
-4,560
-28% -$217K 0.28% 42
2022
Q3 		$713K Buy
16,155
+7,005
+77% +$343K 0.4% 30
2022
Q2 		$425K Sell
9,150
-151
-2% -$7.62K 0.24% 34
2022
Q1 		$517K Buy
9,301
+100
+1% +$5.48K 0.25% 35
2021
Q4 		$538K Buy
9,201
+2,468
+37% +$140K 0.25% 33
2021
Q3 		$357K Buy
6,733
+520
+8% +$28.3K 0.18% 39
2021
Q2 		$329K Sell
6,213
-3,830
-38% -$198K 0.16% 47
2021
Q1 		$494K Buy
10,043
+4,728
+89% +$226K 0.14% 80
2020
Q4 		$245K Buy
+5,315
New +$232K 0.07% 111

Other funds holding SPTM

LPL Financial
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)
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
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
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

US Financial Advisors's SPTM Position: Q1 2025 in Review

US Financial Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.6% in Q1 2025, buying an estimated $21K and bringing the position to 11,645 shares worth $792K. The position accounts for 0.23% of the portfolio, ranked #45.

US Financial Advisors first reported a position in SPTM in Q4 2020 and has held it in 18 quarters since. The position peaked at $816K in Q3 2024. 637 funds tracked by Wall St. Rank hold SPTM as of Q1 2025.

  • US Financial Advisors held 11,645 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $792K as of Q1 2025.
  • US Financial Advisors bought 294 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2025, an estimated $21K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.23% of US Financial Advisors's portfolio in Q1 2025, its #45 holding.
  • US Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 18 quarters since.
  • US Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $816K in Q3 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 US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.