HWM
SPTM icon

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

Howard 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 		$452K Sell
4,974
-347
-7% -$30.5K 0.17% 95
2026
Q1 		$421K Buy
5,321
+15
+0.3% +$1.24K 0.18% 95
2025
Q4 		$438K Sell
5,306
-184
-3% -$15K 0.19% 87
2025
Q3 		$443K Sell
5,490
-180
-3% -$14K 0.2% 83
2025
Q2 		$425K Buy
5,670
+1
+0% +$69 0.21% 80
2025
Q1 		$386K Sell
5,669
-1,031
-15% -$73.8K 0.21% 83
2024
Q4 		$479K Sell
6,700
-4
-0.1% -$288 0.26% 78
2024
Q3 		$470K Buy
6,704
+19
+0.3% +$1.28K 0.27% 74
2024
Q2 		$444K Buy
6,685
+107
+2% +$6.85K 0.35% 64
2024
Q1 		$422K Sell
6,578
-110
-2% -$6.71K 0.34% 62
2023
Q4 		$391K Sell
6,688
-335
-5% -$18.3K 0.33% 61
2023
Q3 		$369K Sell
7,023
-575
-8% -$31.4K 0.34% 61
2023
Q2 		$414K Buy
7,598
+30
+0.4% +$1.55K 0.36% 61
2023
Q1 		$382K Buy
7,568
+255
+3% +$12.6K 0.32% 69
2022
Q4 		$346K Sell
7,313
-95
-1% -$4.51K 0.28% 76
2022
Q3 		$326K Buy
+7,408
New +$363K 0.23% 84
2022
Q2 		– Sell
-7,226
Closed -$401K – 116
2022
Q1 		$401K Buy
7,226
+27
+0.4% +$1.48K 0.22% 85
2021
Q4 		$420K Buy
7,199
+115
+2% +$6.51K 0.22% 91
2021
Q3 		$375K Buy
7,084
+20
+0.3% +$1.09K 0.21% 90
2021
Q2 		$374K Buy
7,064
+147
+2% +$7.61K 0.21% 92
2021
Q1 		$340K Sell
6,917
-196
-3% -$9.37K 0.2% 94
2020
Q4 		$327K Sell
7,113
-783
-10% -$34.1K 0.2% 96
2020
Q3 		$322K Sell
7,896
-1,225
-13% -$49.6K 0.23% 92
2020
Q2 		$344K Sell
9,121
-2,405
-21% -$86K 0.28% 80
2020
Q1 		$362K Buy
11,526
+621
+6% +$23.4K 0.38% 68
2019
Q4 		$434K Buy
+10,905
New +$416K 0.36% 67

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Howard Wealth Management's SPTM Position: Q2 2026 in Review

Howard Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 6.5% in Q2 2026, selling an estimated $30.5K and leaving 4,974 shares worth $452K. The position accounts for 0.17% of the portfolio, ranked #95.

Howard Wealth Management first reported a position in SPTM in Q4 2019 and has held it in 26 quarters since. The position peaked at $479K in Q4 2024. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Howard Wealth Management held 4,974 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $452K as of Q2 2026.
  • Howard Wealth Management sold 347 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $30.5K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.17% of Howard Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Howard Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Howard Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $479K in Q4 2024.
  • 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 Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.