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

Bogart Wealth LLC’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	$3.27K	Hold	36	–	–	﹤0.01%	1329
2026 Q1	$2.85K	Sell	36 -200	-85%	-$16.5K	﹤0.01%	1198
2025 Q4	$19.5K	Hold	236	–	–	﹤0.01%	693
2025 Q3	$19K	Hold	236	–	–	﹤0.01%	679
2025 Q2	$17.7K	Hold	236	–	–	﹤0.01%	659
2025 Q1	$16.1K	Buy	236 +200	+556%	+$14.3K	﹤0.01%	641
2024 Q4	$2.57K	Hold	36	–	–	﹤0.01%	1049
2024 Q3	$2.52K	Hold	36	–	–	﹤0.01%	945
2024 Q2	$2.39K	Buy	+36	New	+$2.31K	﹤0.01%	904

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

Bogart Wealth LLC's SPTM Position: Q2 2026 in Review

Bogart Wealth LLC held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 36 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Bogart Wealth LLC first reported a position in SPTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.5K in Q4 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Bogart Wealth LLC held 36 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $3.27K as of Q2 2026.
Bogart Wealth LLC left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1329 holding.
Bogart Wealth LLC first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
Bogart Wealth LLC's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $19.5K in Q4 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 Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.