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

Adams 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	$547K	Buy	6,021 +291	+5%	+$25.6K	0.1%	102
2026 Q1	$453K	Buy	5,730 +1,064	+23%	+$87.9K	0.1%	99
2025 Q4	$385K	Sell	4,666 -653	-12%	-$53.4K	0.08%	110
2025 Q3	$429K	Sell	5,319 -573	-10%	-$44.5K	0.09%	105
2025 Q2	$441K	Buy	5,892 +107	+2%	+$7.43K	0.08%	103
2025 Q1	$393K	Buy	5,785 +931	+19%	+$66.6K	0.08%	100
2024 Q4	$347K	Sell	4,854 -422	-8%	-$30.4K	0.07%	97
2024 Q3	$370K	Buy	5,276 +418	+9%	+$28.2K	0.08%	96
2024 Q2	$322K	Sell	4,858 -985	-17%	-$63.1K	0.07%	96
2024 Q1	$375K	Buy	5,843 +1,926	+49%	+$118K	0.09%	86
2023 Q4	$229K	Sell	3,917 -2,766	-41%	-$151K	0.07%	90
2023 Q3	$351K	Buy	6,683 +1,850	+38%	+$101K	0.12%	78
2023 Q2	$263K	Buy	4,833 +760	+19%	+$39.2K	0.08%	91
2023 Q1	$205K	Buy	+4,073	New	+$201K	0.07%	97

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

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

Adams Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.1% in Q2 2026, buying an estimated $25.6K and bringing the position to 6,021 shares worth $547K. The position accounts for 0.1% of the portfolio, ranked #102.

Adams Wealth Management first reported a position in SPTM in Q1 2023 and has held it in 14 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Adams Wealth Management held 6,021 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $547K as of Q2 2026.
Adams Wealth Management bought 291 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $25.6K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.1% of Adams Wealth Management's portfolio in Q2 2026, its #102 holding.
Adams Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and has held it in 14 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 Adams Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.