Beacon Capital Management Inc (Ohio)’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$24.2M	Sell	262,626 -1,177	-0.4%	-$108K	1.52%	21
2026 Q2	$24M	Sell	263,803 -9,955	-4%	-$876K	1.45%	19
2026 Q1	$21.6M	Buy	273,758 +15,884	+6%	+$1.31M	1.22%	24
2025 Q4	$21.3M	Sell	257,874 -115,702	-31%	-$9.46M	1.14%	22
2025 Q3	$30.1M	Buy	+373,576	New	+$29M	1.44%	19

Other funds holding SPTM

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

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

SPWG

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

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

SPWM

Spartan Planning & Wealth Management Greensboro, North Carolina $153M AUM 30.75% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s SPTM Position: Q3 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.45% in Q3 2026, selling an estimated $108K and leaving 262,626 shares worth $24.2M. The position accounts for 1.52% of the portfolio, ranked #21.

Beacon Capital Management Inc (Ohio) first reported a position in SPTM in Q3 2025 and has held it in 5 quarters since. The position peaked at $30.1M in Q3 2025. 96 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Beacon Capital Management Inc (Ohio) held 262,626 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $24.2M as of Q3 2026.
Beacon Capital Management Inc (Ohio) sold 1,177 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $108K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.52% of Beacon Capital Management Inc (Ohio)'s portfolio in Q3 2026, its #21 holding.
Beacon Capital Management Inc (Ohio) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2025 and has held it in 5 quarters since.
Beacon Capital Management Inc (Ohio)'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $30.1M in Q3 2025.
96 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2026, filed 13 Oct 2026.