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

Destiny 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
Q2 		$628K Sell
6,927
-267
-4% -$23.5K 0.09% 82
2026
Q1 		$569K Sell
7,194
-86
-1% -$7.1K 0.06% 130
2025
Q4 		$612K Sell
7,280
-507
-7% -$41.5K 0.07% 115
2025
Q3 		$628K Sell
7,787
-46
-0.6% -$3.58K 0.08% 110
2025
Q2 		$587K Sell
7,833
-110
-1% -$7.63K 0.08% 109
2025
Q1 		$540K Sell
7,943
-41
-0.5% -$2.94K 0.09% 105
2024
Q4 		$570K Hold
7,984
– – 0.09% 105
2024
Q3 		$559K Sell
7,984
-503
-6% -$34K 0.1% 100
2024
Q2 		$563K Sell
8,487
-495
-6% -$31.7K 0.1% 93
2024
Q1 		$576K Sell
8,982
-28
-0.3% -$1.71K 0.1% 91
2023
Q4 		$517K Sell
9,010
-57
-0.6% -$3.11K 0.1% 93
2023
Q3 		$476K Sell
9,067
-194
-2% -$10.6K 0.1% 100
2023
Q2 		$515K Sell
9,261
-92
-1% -$4.75K 0.1% 96
2023
Q1 		$472K Hold
9,353
– – 0.1% 98
2022
Q4 		$442K Buy
9,353
+1,107
+13% +$52.6K 0.1% 105
2022
Q3 		$364K Hold
8,246
– – 0.08% 110
2022
Q2 		$383K Sell
8,246
-228
-3% -$11.5K 0.08% 98
2022
Q1 		$471K Hold
8,474
– – 0.09% 99
2021
Q4 		$495K Hold
8,474
– – 0.1% 108
2021
Q3 		$449K Sell
8,474
-308
-4% -$16.8K 0.09% 111
2021
Q2 		$465K Sell
8,782
-350
-4% -$18.1K 0.09% 124
2021
Q1 		$449K Sell
9,132
-96
-1% -$4.59K 0.09% 111
2020
Q4 		$425K Buy
+9,228
New +$402K 0.09% 113

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Destiny Wealth Partners's SPTM Position: Q2 2026 in Review

Destiny Wealth Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.7% in Q2 2026, selling an estimated $23.5K and leaving 6,927 shares worth $628K. The position accounts for 0.09% of the portfolio, ranked #82.

Destiny Wealth Partners first reported a position in SPTM in Q4 2020 and has held it in 23 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Destiny Wealth Partners held 6,927 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $628K as of Q2 2026.
  • Destiny Wealth Partners sold 267 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $23.5K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.09% of Destiny Wealth Partners's portfolio in Q2 2026, its #82 holding.
  • Destiny Wealth Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.