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

Wooster Corthell 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
Q2 		$1.64M Sell
21,911
-735
-3% -$51K 0.3% 34
2025
Q1 		$1.54M Buy
22,646
+1,931
+9% +$138K 0.32% 34
2024
Q4 		$1.48M Buy
20,715
+29
+0.1% +$2.09K 0.32% 31
2024
Q3 		$1.45M Sell
20,686
-550
-3% -$37.1K 0.31% 31
2024
Q2 		$1.41M Sell
21,236
-505
-2% -$32.3K 0.32% 28
2024
Q1 		$1.39M Sell
21,741
-926
-4% -$56.5K 0.32% 27
2023
Q4 		$1.32M Buy
22,667
+161
+0.7% +$8.79K 0.32% 28
2023
Q3 		$1.18M Sell
22,506
-390
-2% -$21.3K 0.31% 28
2023
Q2 		$1.25M Sell
22,896
-78
-0.3% -$4.02K 0.32% 31
2023
Q1 		$1.16M Sell
22,974
-66
-0.3% -$3.26K 0.31% 32
2022
Q4 		$1.09M Buy
23,040
+4,591
+25% +$218K 0.31% 32
2022
Q3 		$814K Buy
18,449
+489
+3% +$23.9K 0.24% 36
2022
Q2 		$835K Sell
17,960
-154
-0.9% -$7.78K 0.24% 36
2022
Q1 		$1.01M Buy
18,114
+254
+1% +$13.9K 0.25% 31
2021
Q4 		$1.04M Sell
17,860
-546
-3% -$30.9K 0.25% 31
2021
Q3 		$975K Sell
18,406
-89
-0.5% -$4.84K 0.24% 31
2021
Q2 		$980K Sell
18,495
-717
-4% -$37.1K 0.25% 31
2021
Q1 		$945K Sell
19,212
-29
-0.2% -$1.39K 0.26% 31
2020
Q4 		$887K Sell
19,241
-563
-3% -$24.5K 0.25% 32
2020
Q3 		$810K Sell
19,804
-4,195
-17% -$170K 0.26% 30
2020
Q2 		$907K Sell
23,999
-1,409
-6% -$50.4K 0.31% 28
2020
Q1 		$799K Buy
+25,408
New +$956K 0.32% 28

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Creative Planning
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

Wooster Corthell Wealth Management's SPTM Position: Q2 2025 in Review

Wooster Corthell Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.2% in Q2 2025, selling an estimated $51K and leaving 21,911 shares worth $1.64M. The position accounts for 0.3% of the portfolio, ranked #34.

Wooster Corthell Wealth Management first reported a position in SPTM in Q1 2020 and has held it in 22 quarters since. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

  • Wooster Corthell Wealth Management held 21,911 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.64M as of Q2 2025.
  • Wooster Corthell Wealth Management sold 735 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $51K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.3% of Wooster Corthell Wealth Management's portfolio in Q2 2025, its #34 holding.
  • Wooster Corthell Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and has held it in 22 quarters since.
  • 659 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Wooster Corthell Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.