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

Wade Financial Advisory’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	$2.08M	Buy	30,634 +3	+0%	+$215	0.71%	27
2024 Q4	$2.19M	Buy	30,631 +2	+0%	+$144	0.74%	24
2024 Q3	$2.15M	Sell	30,629 -353	-1%	-$23.8K	0.72%	27
2024 Q2	$2.06M	Buy	30,982 +3	+0%	+$192	0.74%	26
2024 Q1	$1.99M	Sell	30,979 -266	-0.9%	-$16.2K	0.72%	27
2023 Q4	$1.83M	Sell	31,245 -306	-1%	-$16.7K	0.69%	30
2023 Q3	$1.66M	Sell	31,551 -83	-0.3%	-$4.54K	0.71%	30
2023 Q2	$1.72M	Buy	31,634 +4	+0%	+$206	0.68%	31
2023 Q1	$1.6M	Sell	31,630 -34	-0.1%	-$1.68K	0.67%	31
2022 Q4	$1.5M	Sell	31,664 -72	-0.2%	-$3.42K	0.68%	32
2022 Q3	$1.4M	Sell	31,736 -266	-0.8%	-$13K	0.7%	31
2022 Q2	$1.49M	Sell	32,002 -99	-0.3%	-$5K	0.71%	31
2022 Q1	$1.78M	Buy	32,101 +11,129	+53%	+$610K	0.77%	30
2021 Q4	$1.23M	Sell	20,972 -646	-3%	-$36.6K	0.64%	31
2021 Q3	$1.15M	Sell	21,618 -1,421	-6%	-$77.3K	0.65%	29
2021 Q2	$1.22M	Sell	23,039 -485	-2%	-$25.1K	0.67%	29
2021 Q1	$1.16M	Sell	23,524 -213	-0.9%	-$10.2K	0.73%	28
2020 Q4	$1.09M	Sell	23,737 -159	-0.7%	-$6.93K	0.73%	28
2020 Q3	$977K	Buy	23,896 +269	+1%	+$10.9K	0.77%	31
2020 Q2	$893K	Buy	23,627 +3,743	+19%	+$134K	0.77%	31
2020 Q1	$625K	Buy	19,884 +27	+0.1%	+$1.02K	0.62%	34
2019 Q4	$792K	Buy	+19,857	New	+$757K	0.7%	27

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

Wade Financial Advisory's SPTM Position: Q1 2025 in Review

Wade Financial Advisory increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.01% in Q1 2025, buying an estimated $215 and bringing the position to 30,634 shares worth $2.08M. The position accounts for 0.71% of the portfolio, ranked #27.

Wade Financial Advisory first reported a position in SPTM in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.19M in Q4 2024. 637 funds tracked by Wall St. Rank hold SPTM as of Q1 2025.

Wade Financial Advisory held 30,634 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.08M as of Q1 2025.
Wade Financial Advisory bought 3 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2025, an estimated $215.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.71% of Wade Financial Advisory's portfolio in Q1 2025, its #27 holding.
Wade Financial Advisory first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 22 quarters since.
Wade Financial Advisory's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.19M in Q4 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 Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.