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

Caldwell Sutter 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 Q2	$27.6K	Hold	304	–	–	0.01%	487
2026 Q1	$24K	Hold	304	–	–	0.01%	460
2025 Q4	$25.1K	Hold	304	–	–	0.01%	449
2025 Q3	$24.5K	Hold	304	–	–	0.01%	449
2025 Q2	$22.8K	Hold	304	–	–	0.01%	447
2025 Q1	$20.7K	Hold	304	–	–	0.01%	457
2024 Q4	$21.7K	Hold	304	–	–	0.01%	465
2024 Q3	$21.3K	Hold	304	–	–	0.01%	476
2024 Q2	$20.2K	Hold	304	–	–	0.01%	482
2024 Q1	$19.5K	Hold	304	–	–	0.01%	479
2023 Q4	$17.8K	Hold	304	–	–	0.01%	480
2023 Q3	$16K	Hold	304	–	–	0.01%	475
2023 Q2	$16.6K	Buy	+304	New	+$15.7K	0.01%	469

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

Caldwell Sutter Capital's SPTM Position: Q2 2026 in Review

Caldwell Sutter Capital held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 304 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #487.

Caldwell Sutter Capital first reported a position in SPTM in Q2 2023 and has held it in 13 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Caldwell Sutter Capital held 304 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $27.6K as of Q2 2026.
Caldwell Sutter Capital 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 Caldwell Sutter Capital's portfolio in Q2 2026, its #487 holding.
Caldwell Sutter Capital first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
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 Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.