Halbert Hargrove Global Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Halbert Hargrove Global Advisors’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	$4.59K	Hold	50	–	–	﹤0.01%	316
2026 Q2	$4.53K	Hold	50	–	–	﹤0.01%	348
2026 Q1	$3.94K	Hold	50	–	–	﹤0.01%	329
2025 Q4	$4.11K	Buy	+50	New	+$4.09K	﹤0.01%	328

Other funds holding SPTM

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Halbert Hargrove Global Advisors's SPTM Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 50 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Halbert Hargrove Global Advisors first reported a position in SPTM in Q4 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Halbert Hargrove Global Advisors held 50 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.59K as of Q3 2026.
Halbert Hargrove Global Advisors left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #316 holding.
Halbert Hargrove Global Advisors 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.
188 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.