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Apeiron RIA’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Apeiron RIA’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 		$6.35M Buy
68,851
+2,669
+4% +$246K 1.44% 21
2026
Q2 		$6.01M Buy
66,182
+3,470
+6% +$305K 1.54% 19
2026
Q1 		$4.96M Buy
62,712
+5,871
+10% +$485K 1.15% 20
2025
Q4 		$4.79M Buy
56,841
+1,804
+3% +$148K 0.97% 27
2025
Q3 		$4.42M Sell
55,037
-527
-0.9% -$41K 0.99% 29
2025
Q2 		$4.16M Sell
55,564
-590
-1% -$40.9K 1.07% 25
2025
Q1 		$3.82M Buy
56,154
+559
+1% +$40K 1.15% 22
2024
Q4 		$3.97M Sell
55,595
-493
-0.9% -$35.5K 1.11% 24
2024
Q3 		$3.93M Buy
56,088
+3,506
+7% +$237K 1.13% 23
2024
Q2 		$3.49M Buy
52,582
+313
+0.6% +$20K 1.07% 24
2024
Q1 		$3.35M Buy
52,269
+342
+0.7% +$20.9K 0.97% 26
2023
Q4 		$3.04M Buy
51,927
+1,026
+2% +$56K 0.95% 27
2023
Q3 		$2.67M Buy
50,901
+921
+2% +$50.3K 0.91% 29
2023
Q2 		$2.72M Sell
49,980
-3,409
-6% -$176K 0.93% 27
2023
Q1 		$2.69M Sell
53,389
-4,279
-7% -$211K 0.93% 26
2022
Q4 		$2.73M Buy
57,668
+884
+2% +$42K 1.04% 20
2022
Q3 		$2.51M Sell
56,784
-352
-0.6% -$17.2K 1.15% 20
2022
Q2 		$1.5M Buy
57,136
+2,398
+4% +$121K 0.42% 24
2022
Q1 		$3.02M Sell
54,738
-151
-0.3% -$8.28K 1.44% 15
2021
Q4 		$3.21M Buy
+54,889
New +$3.11M 1.32% 18

Other funds holding SPTM

PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

Apeiron RIA's SPTM Position: Q3 2026 in Review

Apeiron RIA increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4% in Q3 2026, buying an estimated $246K and bringing the position to 68,851 shares worth $6.35M. The position accounts for 1.44% of the portfolio, ranked #21.

Apeiron RIA first reported a position in SPTM in Q4 2021 and has held it in 20 quarters since. 162 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Apeiron RIA held 68,851 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6.35M as of Q3 2026.
  • Apeiron RIA bought 2,669 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $246K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.44% of Apeiron RIA's portfolio in Q3 2026, its #21 holding.
  • Apeiron RIA first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 20 quarters since.
  • 162 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.