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

Austin 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 		$5.36M Sell
57,310
-257
-0.4% -$23.7K 1.12% 25
2026
Q2 		$5.2M Sell
57,567
-70
-0.1% -$6.16K 1.1% 26
2026
Q1 		$4.62M Buy
57,637
+607
+1% +$50.1K 1.05% 27
2025
Q4 		$4.77M Sell
57,030
-785
-1% -$64.2K 0.7% 33
2025
Q3 		$4.67M Sell
57,815
-2,923
-5% -$227K 0.73% 31
2025
Q2 		$4.65M Sell
60,738
-5,295
-8% -$367K 0.83% 31
2025
Q1 		$4.39M Buy
66,033
+31
+0% +$2.22K 0.88% 30
2024
Q4 		$4.81M Sell
66,002
-649
-1% -$46.7K 1% 29
2024
Q3 		$4.62M Buy
66,651
+189
+0.3% +$12.8K 1.01% 29
2024
Q2 		$4.51M Sell
66,462
-8
-0% -$512 1.06% 29
2024
Q1 		$4.31M Sell
66,470
-2,076
-3% -$127K 1.07% 29
2023
Q4 		$4.19M Sell
68,546
-4,269
-6% -$233K 1.12% 27
2023
Q3 		$4.06M Buy
+72,815
New +$3.98M 1.26% 24

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Wealthcare Advisory Partners
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
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 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
Keener Financial Planning
Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

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

Austin Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.45% in Q3 2026, selling an estimated $23.7K and leaving 57,310 shares worth $5.36M. The position accounts for 1.12% of the portfolio, ranked #25.

Austin Wealth Management first reported a position in SPTM in Q3 2023 and has held it in 13 quarters since. 481 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Austin Wealth Management held 57,310 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $5.36M as of Q3 2026.
  • Austin Wealth Management sold 257 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $23.7K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.12% of Austin Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Austin Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2023 and has held it in 13 quarters since.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Austin Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.