CogentBlue Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

CogentBlue Wealth Advisors’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	$789K	Hold	8,574	–	–	0.73%	25
2026 Q2	$778K	Sell	8,574 -92	-1%	-$8.1K	0.45%	36
2026 Q1	$685K	Hold	8,666	–	–	0.46%	30
2025 Q4	$715K	Hold	8,666	–	–	0.49%	30
2025 Q3	$699K	Hold	8,666	–	–	0.48%	33
2025 Q2	$649K	Buy	+8,666	New	+$601K	0.5%	32

Other funds holding SPTM

MHR

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

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

CogentBlue Wealth Advisors's SPTM Position: Q3 2026 in Review

CogentBlue Wealth Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 8,574 shares worth $789K. The position accounts for 0.73% of the portfolio, ranked #25.

CogentBlue Wealth Advisors first reported a position in SPTM in Q2 2025 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

CogentBlue Wealth Advisors held 8,574 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $789K as of Q3 2026.
CogentBlue Wealth Advisors 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 0.73% of CogentBlue Wealth Advisors's portfolio in Q3 2026, its #25 holding.
CogentBlue Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 6 quarters since.
48 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.