Blake Schutter Theil Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$249K	Sell	2,742 -870	-24%	-$76.6K	0.17%	104
2026 Q1	$286K	Sell	3,612 -7,995	-69%	-$660K	0.23%	91
2025 Q4	$958K	Sell	11,607 -4,232	-27%	-$346K	0.79%	27
2025 Q3	$1.28M	Sell	15,839 -1,039	-6%	-$80.7K	1.26%	17
2025 Q2	$1.26M	Sell	16,878 -100	-0.6%	-$6.94K	1.43%	13
2025 Q1	$1.15M	Hold	16,978	–	–	1.31%	12
2024 Q4	$1.21M	Sell	16,978 -10	-0.1%	-$720	1.28%	13
2024 Q3	$1.19M	Buy	+16,988	New	+$1.15M	0.85%	26

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blake Schutter Theil Wealth Advisors's SPTM Position: Q2 2026 in Review

Blake Schutter Theil Wealth Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 24% in Q2 2026, selling an estimated $76.6K and leaving 2,742 shares worth $249K. The position accounts for 0.17% of the portfolio, ranked #104.

Blake Schutter Theil Wealth Advisors first reported a position in SPTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q3 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Blake Schutter Theil Wealth Advisors held 2,742 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $249K as of Q2 2026.
Blake Schutter Theil Wealth Advisors sold 870 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $76.6K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.17% of Blake Schutter Theil Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Blake Schutter Theil Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
Blake Schutter Theil Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.28M in Q3 2025.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.