Emprise Bank’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Emprise Bank’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	$1.31M	Sell	14,235 -1,931	-12%	-$178K	0.5%	32
2026 Q2	$1.47M	Sell	16,166 -173	-1%	-$15.2K	0.54%	32
2026 Q1	$1.29M	Sell	16,339 -1	-0%	-$83	0.52%	32
2025 Q4	$1.35M	Sell	16,340 -530	-3%	-$43.3K	0.56%	30
2025 Q3	$1.36M	Sell	16,870 -45	-0.3%	-$3.5K	0.59%	28
2025 Q2	$1.27M	Buy	+16,915	New	+$1.17M	0.61%	30

Other funds holding SPTM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Emprise Bank's SPTM Position: Q3 2026 in Review

Emprise Bank reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 12% in Q3 2026, selling an estimated $178K and leaving 14,235 shares worth $1.31M. The position accounts for 0.5% of the portfolio, ranked #32.

Emprise Bank first reported a position in SPTM in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.47M in Q2 2026. 413 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Emprise Bank held 14,235 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.31M as of Q3 2026.
Emprise Bank sold 1,931 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $178K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.5% of Emprise Bank's portfolio in Q3 2026, its #32 holding.
Emprise Bank first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 6 quarters since.
Emprise Bank's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.47M in Q2 2026.
413 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Emprise Bank's 13F filing for Q3 2026, filed 7 Oct 2026.