CPL
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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
Q2 		– Sell
-1,219
Closed -$96.4K – 145
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
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

Capital & Planning LLC's SPTM Position: Q2 2026 in Review

Capital & Planning LLC sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026, closing a stake of 1,219 shares — an estimated $96.4K sold.

Capital & Planning LLC first reported a position in SPTM in Q4 2024 and held it in 2 quarters. The position peaked at $96.4K in Q1 2026. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Capital & Planning LLC reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 1,219 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $96.4K.
  • Capital & Planning LLC first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $96.4K in Q1 2026.
  • 782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.