First Heartland Consultants’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

First Heartland Consultants’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	$321K	Sell	3,492 -22	-0.6%	-$2.03K	0.02%	455
2026 Q2	$319K	Sell	3,514 -165	-4%	-$14.5K	0.02%	446
2026 Q1	$291K	Sell	3,679 -153	-4%	-$12.6K	0.02%	415
2025 Q4	$316K	Buy	3,832 +1	+0%	+$82	0.02%	408
2025 Q3	$309K	Sell	3,831 -492	-11%	-$38.2K	0.02%	399
2025 Q2	$324K	Sell	4,323 -1,197	-22%	-$83.1K	0.03%	368
2025 Q1	$375K	Sell	5,520 -665	-11%	-$47.6K	0.04%	293
2024 Q4	$442K	Sell	6,185 -240	-4%	-$17.3K	0.05%	263
2024 Q3	$450K	Sell	6,425 -1,022	-14%	-$69K	0.05%	263
2024 Q2	$494K	Sell	7,447 -238	-3%	-$15.2K	0.03%	261
2024 Q1	$493K	Sell	7,685 -232	-3%	-$14.2K	0.05%	252
2023 Q4	$463K	Buy	7,917 +560	+8%	+$30.6K	0.06%	222
2023 Q3	$386K	Sell	7,357 -14,202	-66%	-$776K	0.05%	247
2023 Q2	$1.17M	Sell	21,559 -333	-2%	-$17.2K	0.15%	128
2023 Q1	$1.1M	Sell	21,892 -3,384	-13%	-$167K	0.17%	125
2022 Q4	$1.2M	Sell	25,276 -10,255	-29%	-$487K	0.19%	118
2022 Q3	$1.57M	Buy	35,531 +314	+0.9%	+$15.4K	0.13%	95
2022 Q2	$1.64M	Buy	35,217 +2,507	+8%	+$127K	0.26%	89
2022 Q1	$1.82M	Sell	32,710 -4,599	-12%	-$252K	0.28%	76
2021 Q4	$2.18M	Sell	37,309 -561	-1%	-$31.7K	0.08%	71
2021 Q3	$2.01M	Buy	37,870 +3,892	+11%	+$212K	0.31%	79
2021 Q2	$1.8M	Buy	33,978 +1,938	+6%	+$100K	0.27%	91
2021 Q1	$1.58M	Sell	32,040 -1,382	-4%	-$66.1K	0.25%	94
2020 Q4	$1.54M	Sell	33,422 -4,251	-11%	-$185K	0.26%	80
2020 Q3	$1.54M	Buy	37,673 +2,829	+8%	+$115K	0.29%	73
2020 Q2	$1.32M	Buy	34,844 +15,317	+78%	+$548K	0.26%	84
2020 Q1	$614K	Buy	19,527 +12,073	+162%	+$454K	0.16%	117
2019 Q4	$297K	Buy	+7,454	New	+$284K	0.06%	231
2019 Q3	–	Sell	-15,245	Closed	-$556K	–	300
2019 Q2	$556K	Sell	15,245 -4,258	-22%	-$153K	0.13%	139
2019 Q1	$686K	Sell	19,503 -501	-3%	-$17K	0.19%	123
2018 Q4	$618K	Buy	+20,004	New	+$668K	0.23%	103

Other funds holding SPTM

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

First Heartland Consultants's SPTM Position: Q3 2026 in Review

First Heartland Consultants reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.63% in Q3 2026, selling an estimated $2.03K and leaving 3,492 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #455.

First Heartland Consultants first reported a position in SPTM in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.18M in Q4 2021. 48 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

First Heartland Consultants held 3,492 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $321K as of Q3 2026.
First Heartland Consultants sold 22 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $2.03K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of First Heartland Consultants's portfolio in Q3 2026, its #455 holding.
First Heartland Consultants first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
First Heartland Consultants's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.18M in Q4 2021.
48 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.