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 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 $58.2B AUM 22.78% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KFP

Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Climber Capital's SPTM Position: Q2 2026 in Review

Climber Capital reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 16% in Q2 2026, selling an estimated $301K and leaving 18,160 shares worth $1.65M. The position accounts for 1.01% of the portfolio, ranked #28.

Climber Capital first reported a position in SPTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.98M in Q4 2024. 389 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Climber Capital held 18,160 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.65M as of Q2 2026.
Climber Capital sold 3,415 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $301K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.01% of Climber Capital's portfolio in Q2 2026, its #28 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 6 quarters since.
Climber Capital's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.98M in Q4 2024.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Climber Capital's 13F filing for Q2 2026, filed 22 Jul 2026.