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

Future Financial 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
2026 Q2	$301K	Sell	3,354 -325	-9%	-$28.6K	0.19%	92
2026 Q1	$313K	Hold	3,679	–	–	0.2%	89
2025 Q4	$303K	Sell	3,679 -8	-0.2%	-$654	0.2%	90
2025 Q3	$297K	Hold	3,687	–	–	0.19%	89
2025 Q2	$276K	Hold	3,687	–	–	0.19%	90
2025 Q1	$251K	Sell	3,687 -27	-0.7%	-$1.93K	0.18%	93
2024 Q4	$265K	Sell	3,714 -1,100	-23%	-$79.2K	0.19%	89
2024 Q3	$337K	Hold	4,814	–	–	0.24%	80
2024 Q2	$319K	Hold	4,814	–	–	0.28%	78
2024 Q1	$309K	Hold	4,814	–	–	0.24%	79
2023 Q4	$281K	Sell	4,814 -100	-2%	-$5.46K	0.28%	77
2023 Q3	$258K	Sell	4,914 -767	-14%	-$41.9K	0.29%	84
2023 Q2	$309K	Sell	5,681 -4,615	-45%	-$238K	0.33%	77
2023 Q1	$521K	Sell	10,296 -79,665	-89%	-$3.93M	0.57%	50
2022 Q4	$4.25M	Sell	89,961 -2,116	-2%	-$101K	4.84%	1
2022 Q3	$4.28M	Buy	92,077 +2,973	+3%	+$146K	4.93%	1
2022 Q2	$4.95M	Hold	89,104	–	–	4.83%	1
2022 Q1	$4.95M	Buy	89,104 +12,225	+16%	+$670K	4.11%	1
2021 Q4	$4.52M	Buy	76,879 +5,269	+7%	+$298K	3.61%	1
2021 Q3	$3.79M	Hold	71,610	–	–	3.9%	1
2021 Q2	$3.79M	Buy	71,610 +12,703	+22%	+$657K	3.9%	1
2021 Q1	$2.9M	Buy	58,907 +407	+0.7%	+$19.5K	3.33%	3
2020 Q4	$2.7M	Buy	+58,500	New	+$2.55M	3.11%	5

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

Future Financial Wealth Management's SPTM Position: Q2 2026 in Review

Future Financial Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 8.8% in Q2 2026, selling an estimated $28.6K and leaving 3,354 shares worth $301K. The position accounts for 0.19% of the portfolio, ranked #92.

Future Financial Wealth Management first reported a position in SPTM in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.95M in Q2 2022. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Future Financial Wealth Management held 3,354 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $301K as of Q2 2026.
Future Financial Wealth Management sold 325 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $28.6K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.19% of Future Financial Wealth Management's portfolio in Q2 2026, its #92 holding.
Future Financial Wealth Management 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.
Future Financial Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.95M in Q2 2022.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.