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

Gilpin 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
Q3 		$1.34M Sell
14,513
-275
-2% -$25.3K 0.9% 31
2026
Q2 		$1.34M Sell
14,788
-220
-1% -$19.4K 0.93% 30
2026
Q1 		$1.19M Buy
15,008
+122
+0.8% +$10.1K 0.94% 32
2025
Q4 		$1.23M Buy
+14,886
New +$1.22M 0.97% 30

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

Gilpin Wealth Management's SPTM Position: Q3 2026 in Review

Gilpin Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.9% in Q3 2026, selling an estimated $25.3K and leaving 14,513 shares worth $1.34M. The position accounts for 0.9% of the portfolio, ranked #31.

Gilpin Wealth Management first reported a position in SPTM in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q2 2026. 48 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Gilpin Wealth Management held 14,513 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.34M as of Q3 2026.
  • Gilpin Wealth Management sold 275 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $25.3K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.9% of Gilpin Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Gilpin Wealth Management 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.
  • Gilpin Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.34M in Q2 2026.
  • 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 Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.