Firethorn Wealth Partners
SPTM icon

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

Firethorn 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
Q3 		$414K Sell
4,501
-997
-18% -$91.9K 0.13% 132
2026
Q2 		$499K Buy
5,498
+25
+0.5% +$2.2K 0.16% 117
2026
Q1 		$433K Buy
5,473
+237
+5% +$19.6K 0.16% 127
2025
Q4 		$432K Sell
5,236
-40
-0.8% -$3.27K 0.16% 114
2025
Q3 		$425K Sell
5,276
-274
-5% -$21.3K 0.17% 116
2025
Q2 		$416K Buy
5,550
+548
+11% +$38K 0.18% 113
2025
Q1 		$340K Sell
5,002
-359
-7% -$25.7K 0.16% 117
2024
Q4 		$383K Sell
5,361
-41
-0.8% -$2.95K 0.19% 98
2024
Q3 		$378K Buy
5,402
+54
+1% +$3.65K 0.19% 100
2024
Q2 		$355K Buy
5,348
+18
+0.3% +$1.15K 0.2% 98
2024
Q1 		$342K Buy
5,330
+74
+1% +$4.52K 0.2% 97
2023
Q4 		$307K Sell
5,256
-166
-3% -$9.06K 0.2% 100
2023
Q3 		$285K Sell
5,422
-3,012
-36% -$165K 0.22% 86
2023
Q2 		$459K Buy
8,434
+42
+0.5% +$2.17K 0.34% 55
2023
Q1 		$429K Buy
8,392
+423
+5% +$20.9K 0.34% 58
2022
Q4 		$377K Buy
7,969
+62
+0.8% +$2.95K 0.32% 67
2022
Q3 		$349K Sell
7,907
-8
-0.1% -$392 0.32% 73
2022
Q2 		$401K Sell
7,915
-465
-6% -$23.5K 0.33% 68
2022
Q1 		$466K Sell
8,380
-274
-3% -$15K 0.35% 68
2021
Q4 		$506K Buy
+8,654
New +$490K 0.38% 64
2021
Q2 		$535K Sell
10,103
-2,083
-17% -$108K 0.45% 52
2021
Q1 		$599K Sell
12,186
-3,123
-20% -$149K 0.56% 49
2020
Q4 		$706K Buy
+15,309
New +$667K 0.76% 33

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $59.1B AUM 42.33% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Wealthcare Advisory Partners
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
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Firethorn Wealth Partners's SPTM Position: Q3 2026 in Review

Firethorn Wealth Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 18% in Q3 2026, selling an estimated $91.9K and leaving 4,501 shares worth $414K. The position accounts for 0.13% of the portfolio, ranked #132.

Firethorn Wealth Partners first reported a position in SPTM in Q4 2020 and has held it in 23 quarters since. The position peaked at $706K in Q4 2020. 706 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Firethorn Wealth Partners held 4,501 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $414K as of Q3 2026.
  • Firethorn Wealth Partners sold 997 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $91.9K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.13% of Firethorn Wealth Partners's portfolio in Q3 2026, its #132 holding.
  • Firethorn Wealth Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Firethorn Wealth Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $706K in Q4 2020.
  • 706 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Firethorn Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.