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

VCI 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
2025 Q4	–	Sell	-16,804	Closed	-$1.36M	–	135
2025 Q3	$1.36M	Buy	+16,804	New	+$1.31M	0.41%	61
2024 Q4	–	Sell	-17,924	Closed	-$1.26M	–	104
2024 Q3	$1.26M	Sell	17,924 -4,321	-19%	-$292K	0.56%	57
2024 Q2	$1.48M	Buy	22,245 +7,681	+53%	+$492K	0.73%	32
2024 Q1	$934K	Sell	14,564 -4,476	-24%	-$273K	0.63%	40
2023 Q4	$1.11M	Buy	+19,040	New	+$1.04M	0.68%	39

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

WAP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

VCI Wealth Management's SPTM Position: Q4 2025 in Review

VCI Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q4 2025, closing a stake of 16,804 shares — an estimated $1.36M sold.

VCI Wealth Management first reported a position in SPTM in Q4 2023 and held it in 5 quarters. The position peaked at $1.48M in Q2 2024. 734 funds tracked by Wall St. Rank hold SPTM as of Q4 2025.

VCI Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q4 2025 after selling out during the quarter.
VCI Wealth Management sold 16,804 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q4 2025, an estimated $1.36M.
VCI Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and held it in 5 quarters.
VCI Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.48M in Q2 2024.
734 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q4 2025.

Based on VCI Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.