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

Horst & Graben 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	$377K	Sell	4,154 -293	-7%	-$25.8K	0.05%	142
2026 Q1	$386K	Sell	4,447 -933	-17%	-$77.1K	0.05%	133
2025 Q4	$444K	Sell	5,380 -11	-0.2%	-$899	0.07%	117
2025 Q3	$435K	Buy	5,391 +222	+4%	+$17.3K	0.07%	117
2025 Q2	$387K	Buy	5,169 +77	+2%	+$5.34K	0.06%	116
2025 Q1	$346K	Sell	5,092 -179	-3%	-$12.8K	0.06%	117
2024 Q4	$377K	Sell	5,271 -91	-2%	-$6.55K	0.07%	105
2024 Q3	$376K	Buy	5,362 +381	+8%	+$25.7K	0.07%	102
2024 Q2	$330K	Buy	4,981 +39	+0.8%	+$2.5K	0.06%	102
2024 Q1	$317K	Sell	4,942 -2,014	-29%	-$123K	0.06%	106
2023 Q4	$407K	Buy	6,956 +192	+3%	+$10.5K	0.09%	90
2023 Q3	$355K	Buy	6,764 +132	+2%	+$7.21K	0.09%	98
2023 Q2	$361K	Sell	6,632 -329	-5%	-$17K	0.09%	90
2023 Q1	$351K	Buy	6,961 +1,001	+17%	+$49.4K	0.09%	89
2022 Q4	$282K	Buy	5,960 +422	+8%	+$20K	0.07%	107
2022 Q3	$244K	Buy	5,538 +253	+5%	+$12.4K	0.07%	109
2022 Q2	$246K	Buy	5,285 +381	+8%	+$19.2K	0.07%	115
2022 Q1	$273K	Buy	4,904 +257	+6%	+$14.1K	0.07%	113
2021 Q4	$272K	Buy	4,647 +315	+7%	+$17.8K	0.07%	113
2021 Q3	$230K	Buy	4,332 +474	+12%	+$25.8K	0.06%	119
2021 Q2	$204K	Sell	3,858 -9,994	-72%	-$517K	0.06%	132
2021 Q1	$681K	Buy	13,852 +688	+5%	+$32.9K	0.21%	63
2020 Q4	$607K	Buy	13,164 +4,055	+45%	+$177K	0.21%	57
2020 Q3	$372K	Buy	9,109 +456	+5%	+$18.5K	0.14%	78
2020 Q2	$327K	Buy	8,653 +79	+0.9%	+$2.83K	0.14%	72
2020 Q1	$270K	Buy	+8,574	New	+$323K	0.14%	74

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

Horst & Graben Wealth Management's SPTM Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 6.6% in Q2 2026, selling an estimated $25.8K and leaving 4,154 shares worth $377K. The position accounts for 0.05% of the portfolio, ranked #142.

Horst & Graben Wealth Management first reported a position in SPTM in Q1 2020 and has held it in 26 quarters since. The position peaked at $681K in Q1 2021. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Horst & Graben Wealth Management held 4,154 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $377K as of Q2 2026.
Horst & Graben Wealth Management sold 293 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $25.8K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #142 holding.
Horst & Graben Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
Horst & Graben Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $681K in Q1 2021.
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 Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.