Howe & Rusling’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Howe & Rusling’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 Q1	$83.1K	Hold	1,052	–	–	0.01%	335
2025 Q4	$86.8K	Hold	1,052	–	–	0.01%	337
2025 Q3	$84.8K	Hold	1,052	–	–	0.01%	327
2025 Q2	$78.8K	Hold	1,052	–	–	0.01%	328
2025 Q1	$71.5K	Hold	1,052	–	–	0.01%	314
2024 Q4	$75.1K	Hold	1,052	–	–	0.01%	293
2024 Q3	$73.7K	Hold	1,052	–	–	0.01%	285
2024 Q2	$69.8K	Buy	1,052 +4	+0.4%	+$256	0.01%	279
2024 Q1	$67.2K	Hold	1,048	–	–	0.01%	288
2023 Q4	$61.3K	Buy	+1,048	New	+$57.2K	0.01%	273

Other funds holding SPTM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

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

HFS

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Howe & Rusling's SPTM Position: Q1 2026 in Review

Howe & Rusling held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 1,052 shares worth $83.1K. The position accounts for 0.01% of the portfolio, ranked #335.

Howe & Rusling first reported a position in SPTM in Q4 2023 and has held it in 10 quarters since. The position peaked at $86.8K in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Howe & Rusling held 1,052 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $83.1K as of Q1 2026.
Howe & Rusling left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #335 holding.
Howe & Rusling first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Howe & Rusling's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $86.8K in Q4 2025.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.