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 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

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

Galvin Gaustad & Stein's SPTM Position: Q1 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 Q1 2026, buying an estimated $2.89K and bringing the position to 17,640 shares worth $1.39M. The position accounts for 0.11% of the portfolio, ranked #106.

Galvin Gaustad & Stein first reported a position in SPTM in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.45M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Galvin Gaustad & Stein held 17,640 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.39M as of Q1 2026.
Galvin Gaustad & Stein bought 35 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $2.89K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.11% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #106 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 2 quarters since.
Galvin Gaustad & Stein's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.45M in Q4 2025.
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 Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.