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

Destination 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 Q1	$2.09M	Sell	26,460 -370	-1%	-$30.6K	0.05%	130
2025 Q4	$2.21M	Hold	26,830	–	–	0.06%	125
2025 Q3	$2.16M	Buy	26,830 +370	+1%	+$28.8K	0.06%	115
2025 Q2	$1.98M	Buy	+26,460	New	+$1.84M	0.06%	118
2023 Q2	–	Sell	-4,039	Closed	-$204K	–	225
2023 Q1	$204K	Buy	+4,039	New	+$199K	0.01%	199
2019 Q3	–	Sell	-165	Closed	-$6K	–	447
2019 Q2	$6K	Buy	+165	New	+$5.91K	﹤0.01%	474
2015 Q3	–	Sell	-84,000	Closed	-$2.17M	–	208
2015 Q2	$2.17M	Buy	+84,000	New	+$2.21M	0.14%	98

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 $755M AUM 20.43% 1-Year Est. Return

PFA

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

Destination Wealth Management's SPTM Position: Q1 2026 in Review

Destination Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.4% in Q1 2026, selling an estimated $30.6K and leaving 26,460 shares worth $2.09M. The position accounts for 0.05% of the portfolio, ranked #130.

Destination Wealth Management first reported a position in SPTM in Q2 2015 and has held it in 7 quarters since. The position peaked at $2.21M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Destination Wealth Management held 26,460 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.09M as of Q1 2026.
Destination Wealth Management sold 370 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $30.6K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Destination Wealth Management's portfolio in Q1 2026, its #130 holding.
Destination Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2015 and has held it in 7 quarters since.
Destination Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.21M 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 Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.