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

HB 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	$259K	Hold	2,856	–	–	﹤0.01%	1449
2026 Q1	$226K	Hold	2,856	–	–	﹤0.01%	1371
2025 Q4	$236K	Hold	2,856	–	–	﹤0.01%	1267
2025 Q3	$230K	Buy	+2,856	New	+$222K	﹤0.01%	1205
2025 Q2	–	Sell	-3,023	Closed	-$206K	–	1288
2025 Q1	$206K	Buy	+3,023	New	+$216K	﹤0.01%	1129
2023 Q4	–	Sell	-5,839	Closed	-$306K	–	822
2023 Q3	$306K	Sell	5,839 -2,635	-31%	-$144K	﹤0.01%	560
2023 Q2	$461K	Sell	8,474 -545	-6%	-$28.1K	0.01%	435
2023 Q1	$455K	Sell	9,019 -912	-9%	-$45K	0.01%	432
2022 Q4	$470K	Buy	9,931 +4,735	+91%	+$225K	0.01%	411
2022 Q3	$229K	Sell	5,196 -129	-2%	-$6.32K	﹤0.01%	509
2022 Q2	$248K	Buy	5,325 +269	+5%	+$13.6K	0.01%	490
2022 Q1	$281K	Hold	5,056	–	–	0.01%	466
2021 Q4	$296K	Buy	+5,056	New	+$286K	0.01%	393

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

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

HB Wealth Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 2,856 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

HB Wealth Management first reported a position in SPTM in Q4 2021 and has held it in 13 quarters since. The position peaked at $470K in Q4 2022. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

HB Wealth Management held 2,856 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $259K as of Q2 2026.
HB Wealth 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 ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1449 holding.
HB Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 13 quarters since.
HB Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $470K in Q4 2022.
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 HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.