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

CX Institutional’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	$241K	Buy	2,622 +7	+0.3%	+$645	0.01%	699
2026 Q2	$237K	Sell	2,615 -167	-6%	-$14.7K	0.01%	705
2026 Q1	$220K	Sell	2,782 -282	-9%	-$23.3K	0.01%	691
2025 Q4	$253K	Sell	3,064 -658	-18%	-$53.8K	0.01%	633
2025 Q3	$300K	Buy	3,722 +1,387	+59%	+$108K	0.01%	568
2025 Q2	$175K	Hold	2,335	–	–	0.01%	671
2025 Q1	$159K	Buy	+2,335	New	+$167K	0.01%	660
2023 Q2	–	Sell	-4,500	Closed	-$228K	–	539
2023 Q1	$228K	Sell	4,500 -35,254	-89%	-$1.74M	0.01%	453
2022 Q4	$1.88M	Buy	39,754 +5,835	+17%	+$277K	0.11%	200
2022 Q3	$1.5M	Buy	33,919 +270	+0.8%	+$13.2K	0.1%	219
2022 Q2	$1.56M	Sell	33,649 -51,757	-61%	-$2.61M	0.12%	204
2022 Q1	$4.75M	Buy	85,406 +42,737	+100%	+$2.34M	0.38%	68
2021 Q4	$2.49M	Sell	42,669 -947	-2%	-$53.6K	0.2%	144
2021 Q3	$2.31M	Sell	43,616 -2,372	-5%	-$129K	0.19%	129
2021 Q2	$2.44M	Sell	45,988 -14,924	-25%	-$772K	0.2%	122
2021 Q1	$3M	Sell	60,912 -131,297	-68%	-$6.28M	0.27%	100
2020 Q4	$8.86M	Buy	192,209 +22,007	+13%	+$959K	0.85%	21
2020 Q3	$6.96M	Buy	170,202 +45,271	+36%	+$1.83M	0.75%	37
2020 Q2	$4.72M	Sell	124,931 -172,647	-58%	-$6.17M	0.62%	36
2020 Q1	$9.36M	Buy	297,578 +63,919	+27%	+$2.4M	1.53%	13
2019 Q4	$9.31M	Buy	233,659 +115,414	+98%	+$4.4M	1.63%	16
2019 Q3	$4.34M	Buy	118,245 +43,712	+59%	+$1.6M	0.7%	37
2019 Q2	$2.72M	Buy	74,533 +16,536	+29%	+$593K	0.43%	59
2019 Q1	$2.04M	Sell	57,997 -956,668	-94%	-$32.4M	0.36%	80
2018 Q4	$31.4M	Buy	1,014,665 +928,525	+1,078%	+$31M	6.62%	1
2018 Q3	$3.12M	Buy	86,140 +31,902	+59%	+$1.14M	1.03%	32
2018 Q2	$1.84M	Buy	+54,238	New	+$1.83M	0.68%	49

Other funds holding SPTM

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 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

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

VAMG

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

WFS

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

OCWP

Owl Creek Wealth Partners Denver, Colorado $355M AUM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

CX Institutional's SPTM Position: Q3 2026 in Review

CX Institutional increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.27% in Q3 2026, buying an estimated $645 and bringing the position to 2,622 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #699.

CX Institutional first reported a position in SPTM in Q2 2018 and has held it in 27 quarters since. The position peaked at $31.4M in Q4 2018. 187 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

CX Institutional held 2,622 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $241K as of Q3 2026.
CX Institutional bought 7 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $645.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #699 holding.
CX Institutional first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and has held it in 27 quarters since.
CX Institutional's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $31.4M in Q4 2018.
187 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.