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

Capasso Planning Partners’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 		$19.1M Sell
210,645
-2,065
-1% -$182K 9.54% 2
2026
Q1 		$16.8M Buy
212,710
+16,384
+8% +$1.35M 9.07% 2
2025
Q4 		$16.2M Buy
196,326
+14,347
+8% +$1.17M 8.87% 2
2025
Q3 		$14.7M Buy
181,979
+5,711
+3% +$444K 9% 2
2025
Q2 		$13.2M Sell
176,268
-81,177
-32% -$5.63M 7.47% 2
2025
Q1 		$17.5M Sell
257,445
-2,196
-0.8% -$157K 7.33% 2
2024
Q4 		$18.5M Sell
259,641
-38,465
-13% -$2.77M 7.41% 2
2024
Q3 		$20.9M Buy
298,106
+9,284
+3% +$627K 6.16% 2
2024
Q2 		$19.2M Sell
288,822
-23,794
-8% -$1.52M 6.22% 2
2024
Q1 		$20.1M Buy
312,616
+13,575
+5% +$828K 8.31% 2
2023
Q4 		$17.5M Buy
299,041
+54,684
+22% +$2.99M 8.16% 2
2023
Q3 		$12.8M Buy
244,357
+7,228
+3% +$395K 6.86% 2
2023
Q2 		$12.9M Buy
237,129
+7,350
+3% +$379K 6.94% 3
2023
Q1 		$11.6M Buy
229,779
+6,475
+3% +$320K 6.8% 3
2022
Q4 		$10.6M Sell
223,304
-11,671
-5% -$554K 6.73% 3
2022
Q3 		$10.4M Sell
234,975
-2,877
-1% -$141K 7.23% 2
2022
Q2 		$11.1M Buy
237,852
+9,541
+4% +$482K 7.84% 2
2022
Q1 		$12.7M Buy
228,311
+3,035
+1% +$166K 8.95% 2
2021
Q4 		$13.2M Buy
+225,276
New +$12.7M 9.62% 2

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capasso Planning Partners's SPTM Position: Q2 2026 in Review

Capasso Planning Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.97% in Q2 2026, selling an estimated $182K and leaving 210,645 shares worth $19.1M. The position accounts for 9.54% of the portfolio, ranked #2.

Capasso Planning Partners first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $20.9M in Q3 2024. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Capasso Planning Partners held 210,645 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $19.1M as of Q2 2026.
  • Capasso Planning Partners sold 2,065 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $182K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 9.54% of Capasso Planning Partners's portfolio in Q2 2026, its #2 holding.
  • Capasso Planning Partners 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.
  • Capasso Planning Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $20.9M in Q3 2024.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Capasso Planning Partners's 13F filing for Q2 2026, filed 18 Aug 2026.