Hexagon Capital Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Hexagon Capital Partners’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
2025 Q2	–	Sell	-40	Closed	-$2.72K	–	1487
2025 Q1	$2.72K	Hold	40	–	–	﹤0.01%	1321
2024 Q4	$2.86K	Hold	40	–	–	﹤0.01%	1328
2024 Q3	$2.8K	Hold	40	–	–	﹤0.01%	1160
2024 Q2	$2.65K	Hold	40	–	–	﹤0.01%	1120
2024 Q1	$2.57K	Hold	40	–	–	﹤0.01%	1115
2023 Q4	$2.34K	Hold	40	–	–	﹤0.01%	1099
2023 Q3	$2.1K	Hold	40	–	–	﹤0.01%	1060
2023 Q2	$2.18K	Hold	40	–	–	﹤0.01%	1062
2023 Q1	$2.02K	Hold	40	–	–	﹤0.01%	1070
2022 Q4	$1.89K	Hold	40	–	–	﹤0.01%	1096
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	1143
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	999
2022 Q1	$2K	Buy	+40	New	+$2.19K	﹤0.01%	817

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Hexagon Capital Partners's SPTM Position: Q2 2025 in Review

Hexagon Capital Partners sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2025, closing a stake of 40 shares — an estimated $2.72K sold.

Hexagon Capital Partners first reported a position in SPTM in Q1 2022 and held it in 13 quarters. The position peaked at $2.86K in Q4 2024. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

Hexagon Capital Partners reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 40 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $2.72K.
Hexagon Capital Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022 and held it in 13 quarters.
Hexagon Capital Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.86K in Q4 2024.
659 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.