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

Darwin Wealth 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	$2.76K	Hold	30	–	–	﹤0.01%	852
2026 Q2	$2.72K	Hold	30	–	–	﹤0.01%	493
2026 Q1	$2.37K	Hold	30	–	–	﹤0.01%	481
2025 Q4	$2.48K	Hold	30	–	–	﹤0.01%	510
2025 Q3	$2.42K	Hold	30	–	–	﹤0.01%	482
2025 Q2	$2.25K	Sell	30 -11	-27%	-$763	﹤0.01%	474
2025 Q1	$2.93K	Hold	41	–	–	﹤0.01%	484
2024 Q4	$2.93K	Hold	41	–	–	﹤0.01%	484
2024 Q3	$2.87K	Buy	+41	New	+$2.77K	﹤0.01%	501
2020 Q3	–	Sell	-6,838	Closed	-$258K	–	173
2020 Q2	$258K	Sell	6,838 -1,058	-13%	-$37.8K	0.07%	132
2020 Q1	$247K	Sell	7,896 -355	-4%	-$13.4K	0.08%	112
2019 Q4	$329K	Sell	8,251 -414	-5%	-$15.8K	0.09%	122
2019 Q3	$318K	Buy	8,665 +163	+2%	+$5.98K	0.09%	118
2019 Q2	$310K	Sell	8,502 -500	-6%	-$17.9K	0.1%	120
2019 Q1	$317K	Sell	9,002 -1,462	-14%	-$49.5K	0.1%	120
2018 Q4	$324K	Sell	10,464 -8,919	-46%	-$298K	0.23%	70
2018 Q3	$700K	Buy	+19,383	New	+$690K	0.39%	49
2018 Q2	–	Hold	0	–	–	–	124

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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

Darwin Wealth Management's SPTM Position: Q3 2026 in Review

Darwin Wealth Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 30 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Darwin Wealth Management first reported a position in SPTM in Q3 2018 and has held it in 17 quarters since. The position peaked at $700K in Q3 2018. 558 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Darwin Wealth Management held 30 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.76K as of Q3 2026.
Darwin Wealth Management 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 ﹤0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #852 holding.
Darwin Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and has held it in 17 quarters since.
Darwin Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $700K in Q3 2018.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.