Van Hulzen Asset Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Van Hulzen Asset 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
2025 Q1	–	Sell	-893	Closed	-$63.8K	–	995
2024 Q4	$63.8K	Buy	+893	New	+$64.3K	﹤0.01%	465
2023 Q4	–	Sell	-4,214	Closed	-$221K	–	318
2023 Q3	$221K	Hold	4,214	–	–	0.02%	282
2023 Q2	$229K	Hold	4,214	–	–	0.02%	280
2023 Q1	$213K	Buy	+4,214	New	+$208K	0.02%	274
2022 Q2	–	Sell	-4,252	Closed	-$236K	–	321
2022 Q1	$236K	Hold	4,252	–	–	0.03%	267
2021 Q4	$249K	Buy	+4,252	New	+$241K	0.03%	262
2021 Q1	–	Sell	-7,221	Closed	-$333K	–	311
2020 Q4	$333K	Hold	7,221	–	–	0.05%	196
2020 Q3	$295K	Hold	7,221	–	–	0.04%	194
2020 Q2	$273K	Sell	7,221 -1,125	-13%	-$40.2K	0.04%	200
2020 Q1	$262K	Sell	8,346 -4,155	-33%	-$156K	0.06%	200
2019 Q4	$498K	Sell	12,501 -630	-5%	-$24K	0.1%	148
2019 Q3	$482K	Buy	13,131 +2,580	+24%	+$94.6K	0.1%	142
2019 Q2	$385K	Buy	+10,551	New	+$378K	0.08%	170

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

Van Hulzen Asset Management's SPTM Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2025, closing a stake of 893 shares — an estimated $63.8K sold.

Van Hulzen Asset Management first reported a position in SPTM in Q2 2019 and held it in 13 quarters. The position peaked at $498K in Q4 2019. 637 funds tracked by Wall St. Rank hold SPTM as of Q1 2025.

Van Hulzen Asset Management 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.
Van Hulzen Asset Management sold 893 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2025, an estimated $63.8K.
Van Hulzen Asset Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2019 and held it in 13 quarters.
Van Hulzen Asset Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $498K in Q4 2019.
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 Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.