Comprehensive Money Management Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Comprehensive Money Management Services’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	$1.26M	Hold	15,916	–	–	0.83%	36
2025 Q4	$1.31M	Sell	15,916 -405	-2%	-$33.1K	0.91%	30
2025 Q3	$1.32M	Sell	16,321 -115	-0.7%	-$8.94K	0.93%	29
2025 Q2	$1.23M	Sell	16,436 -145	-0.9%	-$10.1K	0.93%	29
2025 Q1	$1.13M	Sell	16,581 -761	-4%	-$54.5K	0.91%	29
2024 Q4	$1.24M	Buy	+17,342	New	+$1.25M	1.02%	25

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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

Comprehensive Money Management Services's SPTM Position: Q1 2026 in Review

Comprehensive Money Management Services held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 15,916 shares worth $1.26M. The position accounts for 0.83% of the portfolio, ranked #36.

Comprehensive Money Management Services first reported a position in SPTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.32M in Q3 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Comprehensive Money Management Services held 15,916 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.26M as of Q1 2026.
Comprehensive Money Management Services left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.83% of Comprehensive Money Management Services's portfolio in Q1 2026, its #36 holding.
Comprehensive Money Management Services 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.
Comprehensive Money Management Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.32M in Q3 2025.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.