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 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	$494	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	$1.57K	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	$2.18K	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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

First Heartland Consultants's SPTM Position: Q2 2026 in Review

First Heartland Consultants reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.5% in Q2 2026, selling an estimated $14.5K and leaving 3,514 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #446.

First Heartland Consultants first reported a position in SPTM in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.01M in Q3 2021. 274 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

First Heartland Consultants held 3,514 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $319K as of Q2 2026.
First Heartland Consultants sold 165 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $14.5K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #446 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 30 quarters since.
First Heartland Consultants's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.01M in Q3 2021.
274 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.