EIP
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Essential Investment Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Essential Investment 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 		$54.3K Hold
598
– – 0.04% 150
2026
Q1 		$47.3K Hold
598
– – 0.04% 150
2025
Q4 		$49.3K Buy
+598
New +$48.9K 0.05% 136

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
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

Essential Investment Partners's SPTM Position: Q2 2026 in Review

Essential Investment Partners held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 598 shares worth $54.3K. The position accounts for 0.04% of the portfolio, ranked #150.

Essential Investment Partners first reported a position in SPTM in Q4 2025 and has held it in 3 quarters since. 213 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Essential Investment Partners held 598 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $54.3K as of Q2 2026.
  • Essential Investment Partners left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of Essential Investment Partners's portfolio in Q2 2026, its #150 holding.
  • Essential Investment Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 213 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.