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

DLK Investment 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 		– Sell
-9,962
Closed -$661K – 120
2026
Q2 		$661K Buy
+9,962
New +$877K 0.28% 50
2024
Q4 		– Sell
-10,879
Closed -$762K – 107
2024
Q3 		$762K Buy
10,879
+917
+9% +$61.9K 0.29% 50
2024
Q2 		$661K Sell
9,962
-166
-2% -$10.6K 0.27% 51
2024
Q1 		$650K Buy
10,128
+403
+4% +$24.6K 0.28% 48
2023
Q4 		$568K Buy
+9,725
New +$531K 0.26% 51

Other funds holding SPTM

MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

DLK Investment Management's SPTM Position: Q3 2026 in Review

DLK Investment Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2026, closing a stake of 9,962 shares — an estimated $661K sold.

DLK Investment Management first reported a position in SPTM in Q4 2023 and held it in 5 quarters. The position peaked at $762K in Q3 2024. 48 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • DLK Investment Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2026 after selling out during the quarter.
  • DLK Investment Management sold 9,962 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $661K.
  • DLK Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and held it in 5 quarters.
  • DLK Investment Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $762K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.