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

Brewster Financial Planning’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	$342K	Sell	3,764 -57	-1%	-$5.02K	0.19%	23
2026 Q1	$302K	Hold	3,821	–	–	0.18%	24
2025 Q4	$315K	Hold	3,821	–	–	0.19%	22
2025 Q3	$308K	Hold	3,821	–	–	0.19%	21
2025 Q2	$286K	Sell	3,821 -109	-3%	-$7.57K	0.19%	23
2025 Q1	$267K	Hold	3,930	–	–	0.2%	23
2024 Q4	$281K	Sell	3,930 -617	-14%	-$44.4K	0.21%	18
2024 Q3	$319K	Hold	4,547	–	–	0.25%	16
2024 Q2	$302K	Sell	4,547 -572	-11%	-$36.6K	0.25%	15
2024 Q1	$328K	Sell	5,119 -155	-3%	-$9.46K	0.28%	14
2023 Q4	$308K	Sell	5,274 -180	-3%	-$9.83K	0.28%	14
2023 Q3	$286K	Sell	5,454 -223	-4%	-$12.2K	0.29%	14
2023 Q2	$309K	Sell	5,677 -573	-9%	-$29.6K	0.3%	14
2023 Q1	$315K	Hold	6,250	–	–	0.32%	10
2022 Q4	$296K	Hold	6,250	–	–	0.31%	10
2022 Q3	$276K	Hold	6,250	–	–	0.32%	10
2022 Q2	$290K	Sell	6,250 -588	-9%	-$29.7K	0.32%	10
2022 Q1	$380K	Hold	6,838	–	–	0.37%	10
2021 Q4	$400K	Buy	+6,838	New	+$387K	0.36%	10

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

Brewster Financial Planning's SPTM Position: Q2 2026 in Review

Brewster Financial Planning reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.5% in Q2 2026, selling an estimated $5.02K and leaving 3,764 shares worth $342K. The position accounts for 0.19% of the portfolio, ranked #23.

Brewster Financial Planning first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $400K in Q4 2021. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Brewster Financial Planning held 3,764 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $342K as of Q2 2026.
Brewster Financial Planning sold 57 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $5.02K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.19% of Brewster Financial Planning's portfolio in Q2 2026, its #23 holding.
Brewster Financial Planning 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.
Brewster Financial Planning's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $400K in Q4 2021.
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 Brewster Financial Planning's 13F filing for Q2 2026, filed 14 Jul 2026.