BEC
SPTM icon

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

Blue Edge Capital’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 		$1.32M Sell
16,679
-7
-0% -$578 0.18% 70
2025
Q4 		$1.38M Buy
16,686
+1
+0% +$82 0.18% 67
2025
Q3 		$1.35M Buy
16,685
+48
+0.3% +$3.73K 0.19% 69
2025
Q2 		$1.25M Sell
16,637
-2,169
-12% -$151K 0.19% 70
2025
Q1 		$1.28M Buy
18,806
+890
+5% +$63.7K 0.21% 67
2024
Q4 		$1.28M Buy
17,916
+8
+0% +$576 0.2% 65
2024
Q3 		$1.25M Buy
17,908
+7
+0% +$473 0.2% 67
2024
Q2 		$1.19M Buy
17,901
+7
+0% +$448 0.2% 68
2024
Q1 		$1.15M Buy
17,894
+1,881
+12% +$115K 0.19% 72
2023
Q4 		$936K Buy
16,013
+42
+0.3% +$2.29K 0.18% 69
2023
Q3 		$838K Buy
15,971
+8
+0.1% +$437 0.18% 70
2023
Q2 		$869K Buy
15,963
+14
+0.1% +$722 0.18% 66
2023
Q1 		$804K Sell
15,949
-8,753
-35% -$432K 0.17% 71
2022
Q4 		$1.17M Buy
+24,702
New +$1.17M 0.27% 65

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 $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Blue Edge Capital's SPTM Position: Q1 2026 in Review

Blue Edge Capital reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.04% in Q1 2026, selling an estimated $578 and leaving 16,679 shares worth $1.32M. The position accounts for 0.18% of the portfolio, ranked #70.

Blue Edge Capital first reported a position in SPTM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.38M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Blue Edge Capital held 16,679 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.32M as of Q1 2026.
  • Blue Edge Capital sold 7 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $578.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.18% of Blue Edge Capital's portfolio in Q1 2026, its #70 holding.
  • Blue Edge Capital first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Blue Edge Capital's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.38M in Q4 2025.
  • 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 Blue Edge Capital's 13F filing for Q1 2026, filed 2 Jun 2026.