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

Barnes Wealth Management Group’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	$903K	Buy	9,807 +97	+1%	+$8.94K	0.4%	66
2026 Q2	$882K	Sell	9,710 -31	-0.3%	-$2.73K	0.41%	63
2026 Q1	$770K	Buy	9,741 +1,098	+13%	+$90.7K	0.39%	70
2025 Q4	$713K	Buy	8,643 +33	+0.4%	+$2.7K	0.38%	67
2025 Q3	$694K	Sell	8,610 -34	-0.4%	-$2.64K	0.38%	65
2025 Q2	$647K	Buy	8,644 +1,015	+13%	+$70.4K	0.38%	66
2025 Q1	$519K	Sell	7,629 -72	-0.9%	-$5.15K	0.33%	71
2024 Q4	$550K	Buy	+7,701	New	+$554K	0.37%	65

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

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 Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barnes Wealth Management Group's SPTM Position: Q3 2026 in Review

Barnes Wealth Management Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1% in Q3 2026, buying an estimated $8.94K and bringing the position to 9,807 shares worth $903K. The position accounts for 0.4% of the portfolio, ranked #66.

Barnes Wealth Management Group first reported a position in SPTM in Q4 2024 and has held it in 8 quarters since. 706 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Barnes Wealth Management Group held 9,807 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $903K as of Q3 2026.
Barnes Wealth Management Group bought 97 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $8.94K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.4% of Barnes Wealth Management Group's portfolio in Q3 2026, its #66 holding.
Barnes Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
706 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Barnes Wealth Management Group's 13F filing for Q3 2026, filed 9 Nov 2026.