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

Climber 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 Q3	$1.58M	Hold	18,160	–	–	0.97%	29
2026 Q2	$1.65M	Sell	18,160 -3,415	-16%	-$301K	1.01%	28
2026 Q1	$1.7M	Hold	21,575	–	–	1.12%	27
2025 Q4	$1.78M	Buy	+21,575	New	+$1.76M	1.16%	28
2025 Q2	$1.61M	Hold	21,575	–	–	1.03%	29
2025 Q1	$1.24M	Sell	21,575 -6,200	-22%	-$444K	0.98%	29
2024 Q4	$1.98M	Buy	+27,775	New	+$2M	1.63%	21

Other funds holding SPTM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Climber Capital's SPTM Position: Q3 2026 in Review

Climber Capital held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 18,160 shares worth $1.58M. The position accounts for 0.97% of the portfolio, ranked #29.

Climber Capital first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q4 2024. 342 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Climber Capital held 18,160 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.58M as of Q3 2026.
Climber Capital left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.97% of Climber Capital's portfolio in Q3 2026, its #29 holding.
Climber Capital first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Climber Capital's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.98M in Q4 2024.
342 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.