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

FAS Wealth 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	$40.9K	Hold	451	–	–	﹤0.01%	426
2026 Q1	$35.7K	Hold	451	–	–	﹤0.01%	414
2025 Q4	$37.2K	Hold	451	–	–	﹤0.01%	407
2025 Q3	$36.4K	Sell	451 -29	-6%	-$2.25K	﹤0.01%	386
2025 Q2	$35.9K	Hold	480	–	–	﹤0.01%	383
2025 Q1	$32.6K	Hold	480	–	–	﹤0.01%	356
2024 Q4	$34.3K	Hold	480	–	–	﹤0.01%	362
2024 Q3	$33.6K	Hold	480	–	–	﹤0.01%	369
2024 Q2	$31.8K	Hold	480	–	–	﹤0.01%	360
2024 Q1	$30.8K	Buy	+480	New	+$29.3K	﹤0.01%	370

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

FAS Wealth Partners's SPTM Position: Q2 2026 in Review

FAS Wealth Partners held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 451 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

FAS Wealth Partners first reported a position in SPTM in Q1 2024 and has held it in 10 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

FAS Wealth Partners held 451 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $40.9K as of Q2 2026.
FAS Wealth 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 ﹤0.01% of FAS Wealth Partners's portfolio in Q2 2026, its #426 holding.
FAS Wealth Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.