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 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 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

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

Firethorn Wealth Partners increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.46% in Q2 2026, buying an estimated $2.2K and bringing the position to 5,498 shares worth $499K. The position accounts for 0.16% of the portfolio, ranked #117.

Firethorn Wealth Partners first reported a position in SPTM in Q4 2020 and has held it in 22 quarters since. The position peaked at $706K in Q4 2020. 779 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Firethorn Wealth Partners held 5,498 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $499K as of Q2 2026.
Firethorn Wealth Partners 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 0.16% of Firethorn Wealth Partners's portfolio in Q2 2026, its #117 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 22 quarters since.
Firethorn Wealth Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $706K in Q4 2020.
779 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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