FWM
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Fortress Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Fortress Wealth Management’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
2025
Q3 		$290K Hold
3,592
– – 0.13% 67
2025
Q2 		$269K Hold
3,592
– – 0.13% 67
2025
Q1 		$244K Hold
3,592
– – 0.13% 63
2024
Q4 		$257K Hold
3,592
– – 0.12% 61
2024
Q3 		$252K Hold
3,592
– – 0.13% 63
2024
Q2 		$238K Hold
3,592
– – 0.12% 64
2024
Q1 		$230K Buy
+3,592
New +$219K 0.12% 65

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fortress Wealth Management's SPTM Position: Q3 2025 in Review

Fortress Wealth Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2025 at 3,592 shares worth $290K. The position accounts for 0.13% of the portfolio, ranked #67.

Fortress Wealth Management first reported a position in SPTM in Q1 2024 and has held it in 7 quarters since. 672 funds tracked by Wall St. Rank hold SPTM as of Q3 2025.

  • Fortress Wealth Management held 3,592 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $290K as of Q3 2025.
  • Fortress Wealth Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2025.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.13% of Fortress Wealth Management's portfolio in Q3 2025, its #67 holding.
  • Fortress Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 7 quarters since.
  • 672 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.