Crew Capital Management
SPTM icon

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

Crew Capital Management’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 		$368K Sell
4,000
-262
-6% -$24.1K 0.19% 87
2026
Q2 		$387K Sell
4,262
-1,025
-19% -$90.2K 0.21% 80
2026
Q1 		$418K Buy
5,287
+12
+0.2% +$991 0.28% 78
2025
Q4 		$435K Buy
5,275
+72
+1% +$5.89K 0.27% 77
2025
Q3 		$420K Sell
5,203
-4,229
-45% -$329K 0.28% 78
2025
Q2 		$706K Buy
9,432
+185
+2% +$12.8K 0.51% 62
2025
Q1 		$629K Buy
9,247
+268
+3% +$19.2K 0.51% 70
2024
Q4 		$641K Buy
8,979
+867
+11% +$62.4K 0.53% 66
2024
Q3 		$568K Buy
8,112
+657
+9% +$44.4K 0.45% 73
2024
Q2 		$495K Buy
7,455
+341
+5% +$21.8K 0.4% 74
2024
Q1 		$456K Sell
7,114
-6,066
-46% -$370K 0.37% 75
2023
Q4 		$770K Sell
13,180
-278
-2% -$15.2K 0.78% 32
2023
Q3 		$706K Sell
13,458
-5,085
-27% -$278K 0.76% 38
2023
Q2 		$1.01M Sell
18,543
-708
-4% -$36.5K 1.15% 24
2023
Q1 		$971K Buy
19,251
+550
+3% +$27.2K 1.39% 19
2022
Q4 		$884K Sell
18,701
-11
-0.1% -$523 1.27% 18
2022
Q3 		$825K Sell
18,712
-4,571
-20% -$224K 1.12% 22
2022
Q2 		$1.08M Sell
23,283
-4,883
-17% -$247K 1.36% 20
2022
Q1 		$1.56M Buy
28,166
+88
+0.3% +$4.82K 1.51% 19
2021
Q4 		$1.64M Buy
28,078
+3,546
+14% +$201K 1.39% 20
2021
Q3 		$1.3M Buy
24,532
+6,809
+38% +$370K 1.21% 24
2021
Q2 		$939K Buy
17,723
+828
+5% +$42.8K 0.88% 32
2021
Q1 		$831K Buy
+16,895
New +$808K 0.83% 36

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Wealthcare Advisory Partners
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
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Keener Financial Planning
Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

Crew Capital Management's SPTM Position: Q3 2026 in Review

Crew Capital Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 6.1% in Q3 2026, selling an estimated $24.1K and leaving 4,000 shares worth $368K. The position accounts for 0.19% of the portfolio, ranked #87.

Crew Capital Management first reported a position in SPTM in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.64M in Q4 2021. 481 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Crew Capital Management held 4,000 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $368K as of Q3 2026.
  • Crew Capital Management sold 262 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $24.1K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.19% of Crew Capital Management's portfolio in Q3 2026, its #87 holding.
  • Crew Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2021 and has held it in 23 quarters since.
  • Crew Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.64M in Q4 2021.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Crew Capital Management's 13F filing for Q3 2026, filed 28 Oct 2026.