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

Bessemer 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
Q1 		$77K Sell
970
-460
-32% -$38K ﹤0.01% 1563
2025
Q4 		$118K Buy
1,430
+82
+6% +$6.71K ﹤0.01% 1457
2025
Q3 		$109K Buy
+1,348
New +$105K ﹤0.01% 1257
2025
Q1 		– Sell
-226
Closed -$16K – 2705
2024
Q4 		$16K Sell
226
-3,510
-94% -$253K ﹤0.01% 1599
2024
Q3 		$262K Buy
+3,736
New +$252K ﹤0.01% 1068
2020
Q1 		– Sell
-1,950
Closed -$78K – 1711
2019
Q4 		$78K Buy
+1,950
New +$74.3K ﹤0.01% 1213

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
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

Bessemer Group's SPTM Position: Q1 2026 in Review

Bessemer Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 32% in Q1 2026, selling an estimated $38K and leaving 970 shares worth $77K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Bessemer Group first reported a position in SPTM in Q4 2019 and has held it in 6 quarters since. The position peaked at $262K in Q3 2024. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Bessemer Group held 970 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $77K as of Q1 2026.
  • Bessemer Group sold 460 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $38K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Bessemer Group's portfolio in Q1 2026, its #1563 holding.
  • Bessemer Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 6 quarters since.
  • Bessemer Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $262K in Q3 2024.
  • 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 Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.