Helen Stephens Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Helen Stephens Group’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	$321K	Buy	3,531 +6	+0.2%	+$528	0.05%	105
2026 Q1	$279K	Buy	3,525 +10	+0.3%	+$826	0.06%	98
2025 Q4	$290K	Buy	3,515 +1	+0%	+$82	0.06%	93
2025 Q3	$283K	Buy	3,514 +11	+0.3%	+$855	0.06%	91
2025 Q2	$262K	Sell	3,503 -13	-0.4%	-$902	0.07%	73
2025 Q1	$239K	Buy	3,516 +16	+0.5%	+$1.15K	0.07%	80
2024 Q4	$250K	Sell	3,500 -500	-13%	-$36K	0.07%	73
2024 Q3	$280K	Sell	4,000 -67	-2%	-$4.52K	0.09%	70
2024 Q2	$270K	Sell	4,067 -1,171	-22%	-$75K	0.09%	70
2024 Q1	$336K	Sell	5,238 -3,487	-40%	-$213K	0.13%	55
2023 Q4	$510K	Sell	8,725 -247	-3%	-$13.5K	0.23%	45
2023 Q3	$471K	Sell	8,972 -269	-3%	-$14.7K	0.24%	44
2023 Q2	$503K	Sell	9,241 -425	-4%	-$21.9K	0.25%	45
2023 Q1	$487K	Sell	9,666 -571	-6%	-$28.2K	0.25%	46
2022 Q4	$484K	Sell	10,237 -11,411	-53%	-$542K	0.29%	45
2022 Q3	$955K	Buy	21,648 +480	+2%	+$23.5K	0.67%	27
2022 Q2	$984K	Sell	21,168 -1,375	-6%	-$69.4K	0.7%	23
2022 Q1	$1.25M	Buy	22,543 +5,096	+29%	+$279K	0.86%	19
2021 Q4	$1.02M	Buy	+17,447	New	+$987K	0.82%	19

Other funds holding SPTM

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KFP

Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Helen Stephens Group's SPTM Position: Q2 2026 in Review

Helen Stephens Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.17% in Q2 2026, buying an estimated $528 and bringing the position to 3,531 shares worth $321K. The position accounts for 0.05% of the portfolio, ranked #105.

Helen Stephens Group first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.25M in Q1 2022. 389 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Helen Stephens Group held 3,531 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $321K as of Q2 2026.
Helen Stephens Group bought 6 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $528.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Helen Stephens Group's portfolio in Q2 2026, its #105 holding.
Helen Stephens Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Helen Stephens Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.25M in Q1 2022.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.