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 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%	+$4.83K	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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

Crew Capital Management's SPTM Position: Q1 2026 in Review

Crew Capital Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.23% in Q1 2026, buying an estimated $991 and bringing the position to 5,287 shares worth $418K. The position accounts for 0.28% of the portfolio, ranked #78.

Crew Capital Management first reported a position in SPTM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.64M in Q4 2021. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Crew Capital Management held 5,287 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $418K as of Q1 2026.
Crew Capital Management bought 12 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $991.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.28% of Crew Capital Management's portfolio in Q1 2026, its #78 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 21 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.
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 Crew Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.