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

Bensler’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	$16M	Buy	175,956 +5,212	+3%	+$459K	1.41%	22
2026 Q1	$13.5M	Buy	170,744 +2,826	+2%	+$233K	1.39%	23
2025 Q4	$13.9M	Buy	167,918 +8,363	+5%	+$684K	1.39%	23
2025 Q3	$12.9M	Buy	159,555 +6,385	+4%	+$496K	1.34%	26
2025 Q2	$11.5M	Buy	153,170 +6,040	+4%	+$419K	1.28%	27
2025 Q1	$10M	Buy	147,130 +11,792	+9%	+$844K	1.25%	27
2024 Q4	$9.67M	Buy	135,338 +14,920	+12%	+$1.07M	1.15%	30
2024 Q3	$8.44M	Buy	120,418 +10,493	+10%	+$709K	1.06%	33
2024 Q2	$7.29M	Buy	109,925 +5,938	+6%	+$380K	0.98%	32
2024 Q1	$6.67M	Buy	103,987 +2,332	+2%	+$142K	0.97%	35
2023 Q4	$5.94M	Buy	101,655 +6,647	+7%	+$363K	0.99%	35
2023 Q3	$4.99M	Buy	95,008 +4,089	+4%	+$223K	0.96%	37
2023 Q2	$4.95M	Sell	90,919 -1,918	-2%	-$99K	0.94%	38
2023 Q1	$4.68M	Buy	92,837 +1,396	+2%	+$68.9K	0.95%	37
2022 Q4	$4.32M	Buy	91,441 +2,565	+3%	+$122K	0.96%	33
2022 Q3	$3.92M	Buy	88,876 +2,885	+3%	+$141K	0.93%	31
2022 Q2	$4M	Sell	85,991 -270	-0.3%	-$13.6K	0.95%	32
2022 Q1	$4.79M	Buy	86,261 +1,500	+2%	+$82.2K	1.01%	29
2021 Q4	$4.95M	Buy	+84,761	New	+$4.8M	1.38%	23

Other funds holding SPTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Bensler's SPTM Position: Q2 2026 in Review

Bensler increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.1% in Q2 2026, buying an estimated $459K and bringing the position to 175,956 shares worth $16M. The position accounts for 1.41% of the portfolio, ranked #22.

Bensler first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. 301 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Bensler held 175,956 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $16M as of Q2 2026.
Bensler bought 5,212 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $459K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.41% of Bensler's portfolio in Q2 2026, its #22 holding.
Bensler first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
301 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.