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 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 $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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

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

PFA

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

HFS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barnes Wealth Management Group's SPTM Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.32% in Q2 2026, selling an estimated $2.73K and leaving 9,710 shares worth $882K. The position accounts for 0.41% of the portfolio, ranked #63.

Barnes Wealth Management Group first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. 779 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Barnes Wealth Management Group held 9,710 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $882K as of Q2 2026.
Barnes Wealth Management Group sold 31 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $2.73K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.41% of Barnes Wealth Management Group's portfolio in Q2 2026, its #63 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 7 quarters since.
779 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.