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

Anfield Capital 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 Q1	$33.4K	Hold	422	–	–	0.01%	297
2025 Q4	$34.8K	Buy	422 +1	+0.2%	+$82	0.01%	214
2025 Q3	$34K	Buy	421 +12	+3%	+$933	0.01%	218
2025 Q2	$30.6K	Buy	409 +1	+0.2%	+$69	0.01%	205
2025 Q1	$27.8K	Buy	408 +101	+33%	+$7.23K	0.01%	180
2024 Q4	$21.9K	Buy	307 +68	+28%	+$4.89K	0.01%	179
2024 Q3	$16.7K	Sell	239 -75	-24%	-$5.07K	0.01%	184
2024 Q2	$20.9K	Buy	314 +83	+36%	+$5.31K	0.01%	146
2024 Q1	$14.8K	Buy	+231	New	+$14.1K	0.01%	128
2021 Q3	–	Sell	-1,179	Closed	-$62K	–	244
2021 Q2	$62K	Buy	+1,179	New	+$61K	0.02%	110
2020 Q1	–	Sell	-9,362	Closed	-$385K	–	343
2019 Q4	$385K	Buy	+9,362	New	+$357K	0.16%	92

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

WAP

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

HFS

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

PFA

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

Anfield Capital Management's SPTM Position: Q1 2026 in Review

Anfield Capital Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 422 shares worth $33.4K. The position accounts for 0.01% of the portfolio, ranked #297.

Anfield Capital Management first reported a position in SPTM in Q4 2019 and has held it in 11 quarters since. The position peaked at $385K in Q4 2019. 748 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Anfield Capital Management held 422 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $33.4K as of Q1 2026.
Anfield Capital Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Anfield Capital Management's portfolio in Q1 2026, its #297 holding.
Anfield Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 11 quarters since.
Anfield Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $385K in Q4 2019.
748 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.