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

Abound 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
2026 Q2	$24.6K	Sell	271 -20	-7%	-$1.76K	﹤0.01%	339
2026 Q1	$23K	Buy	291 +20	+7%	+$1.65K	0.01%	371
2025 Q4	$22.3K	Hold	271	–	–	0.01%	340
2025 Q3	$21.8K	Hold	271	–	–	0.01%	340
2025 Q2	$20.3K	Buy	271 +1	+0.4%	+$69	0.01%	327
2025 Q1	$18.4K	Buy	270 +1	+0.4%	+$72	0.01%	307
2024 Q4	$19.2K	Buy	269 +1	+0.4%	+$72	0.01%	284
2024 Q3	$18.8K	Buy	268 +1	+0.4%	+$68	0.01%	308
2024 Q2	$17.7K	Buy	267 +1	+0.4%	+$64	0.01%	275
2024 Q1	$17.1K	Hold	266	–	–	0.01%	281
2023 Q4	$15.5K	Buy	266 +2	+0.8%	+$109	0.01%	310
2023 Q3	$13.9K	Buy	264 +1	+0.4%	+$55	0.01%	281
2023 Q2	$14.3K	Buy	263 +1	+0.4%	+$52	0.01%	273
2023 Q1	$13.2K	Buy	262 +1	+0.4%	+$49	0.01%	252
2022 Q4	$12.4K	Buy	261 +1	+0.4%	+$48	0.01%	233
2022 Q3	$11.5K	Buy	+260	New	+$12.7K	0.01%	259

Other funds holding SPTM

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

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

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

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

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

WAP

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

PFA

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Abound Wealth Management's SPTM Position: Q2 2026 in Review

Abound Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 6.9% in Q2 2026, selling an estimated $1.76K and leaving 271 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Abound Wealth Management first reported a position in SPTM in Q3 2022 and has held it in 16 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Abound Wealth Management held 271 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $24.6K as of Q2 2026.
Abound Wealth Management sold 20 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.76K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #339 holding.
Abound Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.