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

EPG 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 Q2	–	Sell	-8	Closed	-$632	–	341
2026 Q1	$632	Hold	8	–	–	﹤0.01%	318
2025 Q4	$660	Hold	8	–	–	﹤0.01%	316
2025 Q3	$645	Buy	+8	New	+$622	﹤0.01%	317
2024 Q2	–	Sell	-41	Closed	-$2.63K	–	429
2024 Q1	$2.63K	Hold	41	–	–	﹤0.01%	429
2023 Q4	$2.48K	Hold	41	–	–	﹤0.01%	408
2023 Q3	$2.15K	Sell	41 -43	-51%	-$2.35K	﹤0.01%	404
2023 Q2	$4.57K	Sell	84 -359	-81%	-$18.5K	﹤0.01%	383
2023 Q1	$22.3K	Hold	443	–	–	0.01%	334
2022 Q4	$20.9K	Hold	443	–	–	0.01%	308
2022 Q3	$20K	Buy	+443	New	+$21.7K	0.01%	312
2022 Q2	–	Sell	-885	Closed	-$49K	–	376
2022 Q1	$49K	Buy	885 +442	+100%	+$24.2K	0.02%	294
2021 Q4	$26K	Hold	443	–	–	0.01%	329
2021 Q3	$23K	Buy	+443	New	+$24.1K	0.01%	309

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

EPG Wealth Management's SPTM Position: Q2 2026 in Review

EPG Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026, closing a stake of 8 shares — an estimated $632 sold.

EPG Wealth Management first reported a position in SPTM in Q3 2021 and held it in 13 quarters. The position peaked at $49K in Q1 2022. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

EPG Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2026 after selling out during the quarter.
EPG Wealth Management sold 8 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $632.
EPG Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and held it in 13 quarters.
EPG Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $49K in Q1 2022.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.