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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
Q2 		$19.3K Hold
213
– – ﹤0.01% 266
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWL Investment Management's SPTM Position: Q2 2026 in Review

FWL Investment Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 213 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

FWL Investment Management first reported a position in SPTM in Q3 2023 and has held it in 12 quarters since. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • FWL Investment Management held 213 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $19.3K as of Q2 2026.
  • FWL Investment Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #266 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 12 quarters since.
  • 782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.