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

Daymark Wealth Partners’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	$1.83M	Sell	23,101 -51	-0.2%	-$4.21K	0.06%	222
2025 Q4	$1.91M	Buy	23,152 +10	+0%	+$818	0.06%	200
2025 Q3	$1.87M	Sell	23,142 -24	-0.1%	-$1.86K	0.06%	197
2025 Q2	$1.73M	Buy	23,166 +1,546	+7%	+$107K	0.07%	192
2025 Q1	$1.47M	Buy	+21,620	New	+$1.55M	0.06%	196

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 $21.3B AUM 22.13% 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 $651M AUM 15.34% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Daymark Wealth Partners's SPTM Position: Q1 2026 in Review

Daymark Wealth Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.22% in Q1 2026, selling an estimated $4.21K and leaving 23,101 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #222.

Daymark Wealth Partners first reported a position in SPTM in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.91M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Daymark Wealth Partners held 23,101 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.83M as of Q1 2026.
Daymark Wealth Partners sold 51 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $4.21K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.06% of Daymark Wealth Partners's portfolio in Q1 2026, its #222 holding.
Daymark Wealth Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
Daymark Wealth Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.91M in Q4 2025.
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 Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.