Higgins & Schmidt Wealth Strategies’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Higgins & Schmidt Wealth Strategies’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	$237K	Hold	2,614	–	–	0.1%	59
2026 Q1	$207K	Sell	2,614 -2,662	-50%	-$220K	0.09%	60
2025 Q4	$435K	Sell	5,276 -43	-0.8%	-$3.52K	0.21%	39
2025 Q3	$429K	Sell	5,319 -620	-10%	-$48.2K	0.22%	39
2025 Q2	$445K	Hold	5,939	–	–	0.25%	35
2025 Q1	$404K	Hold	5,939	–	–	0.24%	32
2024 Q4	$424K	Sell	5,939 -135	-2%	-$9.71K	0.26%	32
2024 Q3	$426K	Hold	6,074	–	–	0.27%	35
2024 Q2	$403K	Hold	6,074	–	–	0.29%	33
2024 Q1	$390K	Hold	6,074	–	–	0.29%	33
2023 Q4	$355K	Buy	+6,074	New	+$332K	0.29%	32

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Higgins & Schmidt Wealth Strategies's SPTM Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 2,614 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #59.

Higgins & Schmidt Wealth Strategies first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $445K in Q2 2025. 394 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Higgins & Schmidt Wealth Strategies held 2,614 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $237K as of Q2 2026.
Higgins & Schmidt Wealth Strategies 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 0.1% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #59 holding.
Higgins & Schmidt Wealth Strategies first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Higgins & Schmidt Wealth Strategies's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $445K in Q2 2025.
394 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.