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

Grand 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 Q2	–	Sell	-1,095	Closed	-$86.6K	–	78
2026 Q1	$86.6K	Hold	1,095	–	–	0.04%	55
2025 Q4	$90.3K	Hold	1,095	–	–	0.04%	47
2025 Q3	$88.3K	Buy	+1,095	New	+$85.1K	0.04%	48
2024 Q2	–	Sell	-1,095	Closed	-$70.2K	–	68
2024 Q1	$70.2K	Hold	1,095	–	–	0.03%	54
2023 Q4	$64K	Hold	1,095	–	–	0.03%	56
2023 Q3	$57.5K	Hold	1,095	–	–	0.04%	51
2023 Q2	$59.6K	Buy	+1,095	New	+$56.5K	0.04%	48

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Grand Wealth Management's SPTM Position: Q2 2026 in Review

Grand Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026, closing a stake of 1,095 shares — an estimated $86.6K sold.

Grand Wealth Management first reported a position in SPTM in Q2 2023 and held it in 7 quarters. The position peaked at $90.3K in Q4 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Grand Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Grand Wealth Management sold 1,095 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $86.6K.
Grand Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and held it in 7 quarters.
Grand Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $90.3K in Q4 2025.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Grand Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.