Brooklyn Investment Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Brooklyn Investment Group’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	$210K	Buy	+2,654	New	+$219K	0.01%	1678
2025 Q4	–	Sell	-3,827	Closed	-$285K	–	1554
2025 Q3	$285K	Hold	3,827	–	–	0.04%	448
2025 Q2	$287K	Buy	3,827 +2,035	+114%	+$141K	0.04%	460
2025 Q1	$122K	Buy	+1,792	New	+$128K	0.03%	481

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

PFA

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

Brooklyn Investment Group's SPTM Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2026: 2,654 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #1678 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in SPTM as recently as Q3 2025.

Brooklyn Investment Group first reported a position in SPTM in Q1 2025 and has held it in 4 quarters since. The position peaked at $287K in Q2 2025. 750 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Brooklyn Investment Group held 2,654 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $210K as of Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Brooklyn Investment Group position in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1678 holding.
Brooklyn Investment Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 4 quarters since.
Brooklyn Investment Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $287K in Q2 2025.
750 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.