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

Bartlett & Co 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	$22.8K	Hold	262	–	–	﹤0.01%	803
2025 Q4	$21.6K	Hold	262	–	–	﹤0.01%	809
2025 Q3	$21.1K	Hold	262	–	–	﹤0.01%	819
2025 Q2	$19.6K	Hold	262	–	–	﹤0.01%	817
2025 Q1	$17.8K	Hold	262	–	–	﹤0.01%	831
2024 Q4	$18.7K	Hold	262	–	–	﹤0.01%	812
2024 Q3	$18.4K	Hold	262	–	–	﹤0.01%	829
2024 Q2	$17.4K	Hold	262	–	–	﹤0.01%	835
2024 Q1	$16.8K	Hold	262	–	–	﹤0.01%	843
2023 Q4	$15.4K	Hold	262	–	–	﹤0.01%	928
2023 Q3	$13.8K	Hold	262	–	–	﹤0.01%	887
2023 Q2	$14.3K	Hold	262	–	–	﹤0.01%	874
2023 Q1	$13.2K	Hold	262	–	–	﹤0.01%	781
2022 Q4	$12.4K	Hold	262	–	–	﹤0.01%	800
2022 Q3	$11.6K	Hold	262	–	–	﹤0.01%	802
2022 Q2	$12.2K	Hold	262	–	–	﹤0.01%	830
2022 Q1	$14.6K	Buy	+262	New	+$14.4K	﹤0.01%	775
2021 Q4	–	Sell	-262	Closed	-$13.9K	–	815
2021 Q3	$13.9K	Buy	+262	New	+$14.3K	﹤0.01%	672

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Bartlett & Co Wealth Management's SPTM Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 262 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Bartlett & Co Wealth Management first reported a position in SPTM in Q3 2021 and has held it in 18 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Bartlett & Co Wealth Management held 262 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $22.8K as of Q1 2026.
Bartlett & Co Wealth Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #803 holding.
Bartlett & Co Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and has held it in 18 quarters since.
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 Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.