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

Barrett & Company’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	$1.12K	Hold	12	–	–	﹤0.01%	631
2026 Q2	$1.1K	Hold	12	–	–	﹤0.01%	658
2026 Q1	$954	Hold	12	–	–	﹤0.01%	607
2025 Q4	$993	Buy	+12	New	+$981	﹤0.01%	616

Other funds holding SPTM

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

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

Barrett & Company's SPTM Position: Q3 2026 in Review

Barrett & Company held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 12 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Barrett & Company first reported a position in SPTM in Q4 2025 and has held it in 4 quarters since. 376 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Barrett & Company held 12 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.12K as of Q3 2026.
Barrett & Company left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Barrett & Company's portfolio in Q3 2026, its #631 holding.
Barrett & Company first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
376 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.