Brian C. Broderick’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Brian C. Broderick’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	$1.71M	Sell	21,600 -1,775	-8%	-$147K	0.31%	50
2025 Q4	$1.93M	Sell	23,375 -625	-3%	-$51.1K	0.36%	45
2025 Q3	$1.94M	Sell	24,000 -900	-4%	-$69.9K	0.37%	46
2025 Q2	$1.86M	Sell	24,900 -100	-0.4%	-$6.94K	0.37%	46
2025 Q1	$1.7M	Sell	25,000 -2,400	-9%	-$172K	0.35%	46
2024 Q4	$1.96M	Sell	27,400 -300	-1%	-$21.6K	0.38%	45
2024 Q3	$1.94M	Sell	27,700 -300	-1%	-$20.3K	0.38%	45
2024 Q2	$1.86M	Hold	28,000	–	–	0.38%	48
2024 Q1	$1.8M	Sell	28,000 -1,000	-3%	-$61K	0.38%	47
2023 Q4	$1.7M	Hold	29,000	–	–	0.42%	42
2023 Q3	$1.52M	Hold	29,000	–	–	0.42%	43
2023 Q2	$1.58M	Sell	29,000 -1,000	-3%	-$51.6K	0.42%	43
2023 Q1	$1.51M	Hold	30,000	–	–	0.42%	42
2022 Q4	$1.42M	Hold	30,000	–	–	0.42%	42
2022 Q3	$1.32M	Hold	30,000	–	–	0.41%	45
2022 Q2	$1.39M	Hold	30,000	–	–	0.42%	45
2022 Q1	$1.67M	Sell	30,000 -3,600	-11%	-$197K	0.43%	45
2021 Q4	$1.96M	Sell	33,600 -1,500	-4%	-$84.9K	0.47%	44
2021 Q3	$1.86M	Hold	35,100	–	–	0.5%	46
2021 Q2	$1.86M	Hold	35,100	–	–	0.49%	47
2021 Q1	$1.73M	Hold	35,100	–	–	0.5%	46
2020 Q4	$1.62M	Hold	35,100	–	–	0.48%	47
2020 Q3	$1.44M	Hold	35,100	–	–	0.46%	48
2020 Q2	$1.33M	Sell	35,100 -3,000	-8%	-$107K	0.44%	50
2020 Q1	$1.2M	Sell	38,100 -1,000	-3%	-$37.6K	0.47%	48
2019 Q4	$1.56M	Sell	39,100 -5,900	-13%	-$225K	0.51%	49
2019 Q3	$1.65M	Hold	45,000	–	–	0.57%	49
2019 Q2	$1.64M	Hold	45,000	–	–	0.57%	48
2019 Q1	$1.58M	Hold	45,000	–	–	0.57%	47
2018 Q4	$1.39M	Hold	45,000	–	–	0.59%	47
2018 Q3	$1.63M	Hold	45,000	–	–	0.55%	50
2018 Q2	$1.53M	Hold	45,000	–	–	0.56%	51
2018 Q1	$1.48M	Sell	45,000 -1,725	-4%	-$58.4K	0.55%	49
2017 Q4	$1.55M	Sell	46,725 -6,075	-12%	-$196K	0.57%	48
2017 Q3	$1.65M	Sell	52,800 -600	-1%	-$18.4K	0.6%	51
2017 Q2	$1.61M	Sell	53,400 -2,220	-4%	-$66.2K	0.6%	50
2017 Q1	$1.63M	Hold	55,620	–	–	0.67%	43
2016 Q4	$1.55M	Sell	55,620 -1,800	-3%	-$49K	0.67%	44
2016 Q3	$1.55M	Hold	57,420	–	–	0.66%	44
2016 Q2	$1.48M	Hold	57,420	–	–	0.62%	47
2016 Q1	$1.46M	Sell	57,420 -498	-0.9%	-$12K	0.63%	48
2015 Q4	$1.47M	Sell	57,918 -12,000	-17%	-$305K	0.66%	53
2015 Q3	$1.66M	Hold	69,918	–	–	0.77%	46
2015 Q2	$1.81M	Hold	69,918	–	–	0.77%	48
2015 Q1	$1.81M	Sell	69,918 -6,000	-8%	-$155K	0.75%	48
2014 Q4	$1.96M	Sell	75,918 -2,082	-3%	-$52.2K	0.83%	44
2014 Q3	$1.92M	Buy	+78,000	New	+$1.93M	0.86%	41

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Brian C. Broderick's SPTM Position: Q1 2026 in Review

Brian C. Broderick reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.6% in Q1 2026, selling an estimated $147K and leaving 21,600 shares worth $1.71M. The position accounts for 0.31% of the portfolio, ranked #50.

Brian C. Broderick first reported a position in SPTM in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.96M in Q4 2021. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Brian C. Broderick held 21,600 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.71M as of Q1 2026.
Brian C. Broderick sold 1,775 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $147K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.31% of Brian C. Broderick's portfolio in Q1 2026, its #50 holding.
Brian C. Broderick first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2014 and has held it in 47 quarters since.
Brian C. Broderick's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.96M in Q4 2021.
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 Brian C. Broderick's 13F filing for Q1 2026, filed 7 May 2026.