FWL Investment Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

FWL Investment 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 Q1	$16.8K	Hold	213	–	–	﹤0.01%	232
2025 Q4	$17.6K	Hold	213	–	–	﹤0.01%	231
2025 Q3	$17.2K	Hold	213	–	–	﹤0.01%	211
2025 Q2	$16K	Hold	213	–	–	﹤0.01%	207
2025 Q1	$14.5K	Sell	213 -49	-19%	-$3.51K	0.01%	206
2024 Q4	$18.7K	Hold	262	–	–	0.01%	205
2024 Q3	$18.4K	Buy	262 +213	+435%	+$14.4K	0.01%	192
2024 Q2	$3.25K	Hold	49	–	–	﹤0.01%	215
2024 Q1	$3.14K	Hold	49	–	–	﹤0.01%	206
2023 Q4	$2.86K	Hold	49	–	–	﹤0.01%	208
2023 Q3	$2.57K	Buy	+49	New	+$2.68K	﹤0.01%	169

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

FWL Investment Management's SPTM Position: Q1 2026 in Review

FWL Investment Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 213 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

FWL Investment Management first reported a position in SPTM in Q3 2023 and has held it in 11 quarters since. The position peaked at $18.7K in Q4 2024. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

FWL Investment Management held 213 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $16.8K as of Q1 2026.
FWL Investment Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q1 2026, its #232 holding.
FWL Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
FWL Investment Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $18.7K in Q4 2024.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.