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Galvin Gaustad & Stein’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Galvin Gaustad & Stein’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
Q3 		$1.59M Buy
17,227
+35
+0.2% +$3.23K 0.12% 108
2026
Q2 		$1.56M Sell
17,192
-448
-3% -$39.4K 0.12% 109
2026
Q1 		$1.39M Buy
17,640
+35
+0.2% +$2.89K 0.11% 106
2025
Q4 		$1.45M Buy
+17,605
New +$1.44M 0.11% 102

Other funds holding SPTM

MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Galvin Gaustad & Stein's SPTM Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.2% in Q3 2026, buying an estimated $3.23K and bringing the position to 17,227 shares worth $1.59M. The position accounts for 0.12% of the portfolio, ranked #108.

Galvin Gaustad & Stein first reported a position in SPTM in Q4 2025 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Galvin Gaustad & Stein held 17,227 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.59M as of Q3 2026.
  • Galvin Gaustad & Stein bought 35 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $3.23K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.12% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #108 holding.
  • Galvin Gaustad & Stein first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.