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

WealthTrak Capital 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 Q3	–	Sell	-669	Closed	-$50.1K	–	773
2025 Q2	$50.1K	Buy	669 +293	+78%	+$20.3K	0.04%	107
2025 Q1	$25.6K	Buy	+376	New	+$26.9K	0.02%	133

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

WAP

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $20.6B AUM 34.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthTrak Capital Management's SPTM Position: Q3 2025 in Review

WealthTrak Capital Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2025, closing a stake of 669 shares — an estimated $50.1K sold.

WealthTrak Capital Management first reported a position in SPTM in Q1 2025 and held it in 2 quarters. The position peaked at $50.1K in Q2 2025. 674 funds tracked by Wall St. Rank hold SPTM as of Q3 2025.

WealthTrak Capital Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2025 after selling out during the quarter.
WealthTrak Capital Management sold 669 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2025, an estimated $50.1K.
WealthTrak Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and held it in 2 quarters.
WealthTrak Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $50.1K in Q2 2025.
674 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.