Helen Stephens Group
SPTM icon

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
Q3 		$322K Sell
3,502
-29
-0.8% -$2.67K 0.05% 108
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% +$1.14K 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
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return
ARS Wealth Advisors Group
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

Helen Stephens Group's SPTM Position: Q3 2026 in Review

Helen Stephens Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.82% in Q3 2026, selling an estimated $2.67K and leaving 3,502 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #108.

Helen Stephens Group first reported a position in SPTM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.25M in Q1 2022. 400 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Helen Stephens Group held 3,502 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $322K as of Q3 2026.
  • Helen Stephens Group sold 29 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $2.67K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Helen Stephens Group's portfolio in Q3 2026, its #108 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 20 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.
  • 400 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Helen Stephens Group's 13F filing for Q3 2026, filed 14 Oct 2026.