Crews Bank & Trust’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Crews Bank & Trust’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	$202K	Buy	2,227 +1,084	+95%	+$95.4K	0.03%	220
2026 Q1	$90.4K	Buy	1,143 +431	+61%	+$35.6K	0.01%	303
2025 Q4	$58.7K	Buy	712 +589	+479%	+$48.2K	0.01%	339
2025 Q3	$9.92K	Hold	123	–	–	﹤0.01%	523
2025 Q2	$9.21K	Hold	123	–	–	﹤0.01%	525
2025 Q1	$8.37K	Hold	123	–	–	﹤0.01%	522
2024 Q4	$8.79K	Buy	+123	New	+$8.85K	﹤0.01%	511

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crews Bank & Trust's SPTM Position: Q2 2026 in Review

Crews Bank & Trust increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 95% in Q2 2026, buying an estimated $95.4K and bringing the position to 2,227 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #220.

Crews Bank & Trust first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Crews Bank & Trust held 2,227 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $202K as of Q2 2026.
Crews Bank & Trust bought 1,084 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $95.4K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Crews Bank & Trust's portfolio in Q2 2026, its #220 holding.
Crews Bank & Trust first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.