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

Apollon 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
Q1 		$1.08M Sell
13,604
-8,143
-37% -$673K 0.02% 580
2025
Q4 		$1.79M Sell
21,747
-333
-2% -$27.2K 0.03% 391
2025
Q3 		$1.78M Buy
22,080
+2,389
+12% +$186K 0.03% 412
2025
Q2 		$1.47M Buy
19,691
+1,763
+10% +$122K 0.03% 433
2025
Q1 		$1.22M Buy
17,928
+36
+0.2% +$2.58K 0.03% 451
2024
Q4 		$1.28M Sell
17,892
-89
-0.5% -$6.4K 0.03% 438
2024
Q3 		$1.26M Sell
17,981
-108
-0.6% -$7.29K 0.04% 413
2024
Q2 		$1.2M Sell
18,089
-1,219
-6% -$78K 0.04% 411
2024
Q1 		$1.24M Buy
19,308
+2,973
+18% +$181K 0.04% 409
2023
Q4 		$955K Buy
16,335
+308
+2% +$16.8K 0.03% 471
2023
Q3 		$841K Buy
16,027
+493
+3% +$26.9K 0.04% 405
2023
Q2 		$846K Buy
15,534
+3,539
+30% +$183K 0.04% 440
2023
Q1 		$605K Buy
11,995
+514
+4% +$25.4K 0.04% 472
2022
Q4 		$543K Buy
11,481
+1,283
+13% +$61K 0.04% 486
2022
Q3 		$450K Buy
10,198
+347
+4% +$17K 0.04% 482
2022
Q2 		$458K Sell
9,851
-32
-0.3% -$1.62K 0.04% 445
2022
Q1 		$549K Buy
9,883
+704
+8% +$38.6K 0.04% 436
2021
Q4 		$537K Buy
+9,179
New +$519K 0.04% 443

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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

Apollon Wealth Management's SPTM Position: Q1 2026 in Review

Apollon Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 37% in Q1 2026, selling an estimated $673K and leaving 13,604 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #580.

Apollon Wealth Management first reported a position in SPTM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.79M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Apollon Wealth Management held 13,604 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.08M as of Q1 2026.
  • Apollon Wealth Management sold 8,143 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $673K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #580 holding.
  • Apollon Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Apollon Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.79M in Q4 2025.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.