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

Accurate 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 Q3	$433K	Buy	4,614 +910	+25%	+$83.8K	0.04%	406
2026 Q2	$339K	Sell	3,704 -117	-3%	-$10.3K	0.03%	428
2026 Q1	$316K	Buy	3,821 +241	+7%	+$19.9K	0.04%	413
2025 Q4	$301K	Buy	3,580 +836	+30%	+$68.4K	0.04%	407
2025 Q3	$220K	Buy	+2,744	New	+$213K	0.03%	463
2023 Q1	–	Sell	-477	Closed	-$23.1K	–	1267
2022 Q4	$23.1K	Buy	+477	New	+$22.7K	0.01%	638
2022 Q3	–	Sell	-16,262	Closed	-$779K	–	210
2022 Q2	$779K	Sell	16,262 -3,369	-17%	-$170K	0.42%	49
2022 Q1	$1.09M	Buy	19,631 +12,820	+188%	+$703K	0.49%	49
2021 Q4	$376K	Hold	6,811	–	–	0.31%	89
2021 Q3	$376K	Buy	6,811 +1,572	+30%	+$85.5K	0.33%	84
2021 Q2	$278K	Buy	+5,239	New	+$271K	0.24%	99

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

Accurate Wealth Management's SPTM Position: Q3 2026 in Review

Accurate Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 25% in Q3 2026, buying an estimated $83.8K and bringing the position to 4,614 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #406.

Accurate Wealth Management first reported a position in SPTM in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.09M in Q1 2022. 522 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Accurate Wealth Management held 4,614 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $433K as of Q3 2026.
Accurate Wealth Management bought 910 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $83.8K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #406 holding.
Accurate Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 11 quarters since.
Accurate Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.09M in Q1 2022.
522 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.