H&H Retirement Design & Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

H&H Retirement Design & 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	$496K	Hold	5,594	–	–	0.23%	58
2026 Q1	$489K	Hold	5,594	–	–	0.23%	60
2025 Q4	$472K	Hold	5,594	–	–	0.24%	56
2025 Q3	$461K	Hold	5,594	–	–	0.24%	58
2025 Q2	$426K	Buy	+5,594	New	+$388K	0.23%	60

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

H&H Retirement Design & Management's SPTM Position: Q2 2026 in Review

H&H Retirement Design & Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 5,594 shares worth $496K. The position accounts for 0.23% of the portfolio, ranked #58.

H&H Retirement Design & Management first reported a position in SPTM in Q2 2025 and has held it in 5 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

H&H Retirement Design & Management held 5,594 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $496K as of Q2 2026.
H&H Retirement Design & 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 0.23% of H&H Retirement Design & Management's portfolio in Q2 2026, its #58 holding.
H&H Retirement Design & Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
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 H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.