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

Capital & Planning LLC’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	$96.4K	Buy	+1,219	New	+$101K	0.06%	47
2025 Q1	–	Sell	-944	Closed	-$67.5K	–	161
2024 Q4	$67.5K	Buy	+944	New	+$67.9K	0.05%	45

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

Capital & Planning LLC's SPTM Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2026: 1,219 shares worth $96.4K. The stake represents 0.06% of the portfolio and ranks #47 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in SPTM as recently as Q4 2024.

Capital & Planning LLC first reported a position in SPTM in Q4 2024 and has held it in 2 quarters since. 745 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Capital & Planning LLC held 1,219 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $96.4K as of Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Capital & Planning LLC position in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.06% of Capital & Planning LLC's portfolio in Q1 2026, its #47 holding.
Capital & Planning LLC first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 2 quarters since.
745 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.