Crumly & Associates’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Crumly & Associates’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	$569K	Hold	6,186	–	–	0.1%	115
2026 Q2	$562K	Hold	6,186	–	–	0.11%	114
2026 Q1	$489K	Hold	6,186	–	–	0.1%	119
2025 Q4	$510K	Hold	6,186	–	–	0.11%	110
2025 Q3	$499K	Sell	6,186 -862	-12%	-$67K	0.11%	114
2025 Q2	$528K	Hold	7,048	–	–	0.13%	96
2025 Q1	$479K	Hold	7,048	–	–	0.13%	101
2024 Q4	$503K	Hold	7,048	–	–	0.14%	95
2024 Q3	$494K	Hold	7,048	–	–	0.14%	102
2024 Q2	$468K	Hold	7,048	–	–	0.13%	102
2024 Q1	$452K	Hold	7,048	–	–	0.12%	109
2023 Q4	$412K	Hold	7,048	–	–	0.12%	106
2023 Q3	$370K	Hold	7,048	–	–	0.15%	86
2023 Q2	$384K	Hold	7,048	–	–	0.15%	91
2023 Q1	$355K	Hold	7,048	–	–	0.15%	85
2022 Q4	$333K	Hold	7,048	–	–	0.13%	75
2022 Q3	$311K	Hold	7,048	–	–	0.13%	88
2022 Q2	$328K	Hold	7,048	–	–	0.14%	87
2022 Q1	$392K	Hold	7,048	–	–	0.15%	83
2021 Q4	$387K	Hold	7,048	–	–	0.15%	77
2021 Q3	$373K	Hold	7,048	–	–	0.17%	81
2021 Q2	$373K	Hold	7,048	–	–	0.18%	83
2021 Q1	$347K	Buy	7,048 +23	+0.3%	+$1.1K	0.2%	65
2020 Q4	$333K	Buy	7,025 +31	+0.4%	+$1.35K	0.23%	50
2020 Q3	$286K	Hold	6,994	–	–	0.24%	40
2020 Q2	$264K	Hold	6,994	–	–	0.25%	40
2020 Q1	$220K	Sell	6,994 -45,702	-87%	-$1.72M	0.27%	44
2019 Q4	$2.1M	Buy	+52,696	New	+$2.01M	2.18%	14

Other funds holding SPTM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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 Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

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

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Crumly & Associates's SPTM Position: Q3 2026 in Review

Crumly & Associates held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 6,186 shares worth $569K. The position accounts for 0.1% of the portfolio, ranked #115.

Crumly & Associates first reported a position in SPTM in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.1M in Q4 2019. 341 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Crumly & Associates held 6,186 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $569K as of Q3 2026.
Crumly & Associates 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 0.1% of Crumly & Associates's portfolio in Q3 2026, its #115 holding.
Crumly & Associates first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 28 quarters since.
Crumly & Associates's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.1M in Q4 2019.
341 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.