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

Evergreen Wealth Solutions’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 		$867K Buy
9,182
+25
+0.3% +$2.2K 0.05% 227
2026
Q1 		$724K Buy
+9,157
New +$756K 0.05% 199

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evergreen Wealth Solutions's SPTM Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.27% in Q2 2026, buying an estimated $2.2K and bringing the position to 9,182 shares worth $867K. The position accounts for 0.05% of the portfolio, ranked #227.

Evergreen Wealth Solutions first reported a position in SPTM in Q1 2026 and has held it in 2 quarters since. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Evergreen Wealth Solutions held 9,182 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $867K as of Q2 2026.
  • Evergreen Wealth Solutions bought 25 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $2.2K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #227 holding.
  • Evergreen Wealth Solutions first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • 777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.