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 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

DLK Investment Management's SPTM Position: Q2 2026 in Review

DLK Investment Management opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 9,962 shares worth $661K. The stake represents 0.28% of the portfolio and ranks #50 among its holdings. This is a return to the name: DLK Investment Management previously reported a position in SPTM as recently as Q3 2024.

DLK Investment Management first reported a position in SPTM in Q4 2023 and has held it in 5 quarters since. The position peaked at $762K in Q3 2024. 191 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

DLK Investment Management held 9,962 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $661K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new DLK Investment Management position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.28% of DLK Investment Management's portfolio in Q2 2026, its #50 holding.
DLK Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 5 quarters since.
DLK Investment Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $762K in Q3 2024.
191 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.