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

Wedmont Private Capital’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
2026 Q1	–	Sell	-4,676	Closed	-$391K	–	877
2025 Q4	$391K	Hold	4,676	–	–	0.01%	557
2025 Q3	$379K	Hold	4,676	–	–	0.01%	550
2025 Q2	$354K	Hold	4,676	–	–	0.02%	524
2025 Q1	$303K	Hold	4,676	–	–	0.02%	522
2024 Q4	$331K	Hold	4,676	–	–	0.02%	508
2024 Q3	$324K	Hold	4,676	–	–	0.02%	496
2024 Q2	$319K	Hold	4,676	–	–	0.02%	482
2024 Q1	$298K	Hold	4,676	–	–	0.02%	453
2023 Q4	$273K	Buy	+4,676	New	+$255K	0.02%	450

Other funds holding SPTM

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

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 $32.1B AUM 59.58% 1-Year Est. Return

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

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return