IWM
SPTM icon

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

IHT 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 		$6.1M Sell
67,178
-967
-1% -$85.1K 0.13% 165
2026
Q1 		$5.39M Buy
68,145
+372
+0.5% +$30.7K 0.13% 173
2025
Q4 		$5.59M Buy
67,773
+321
+0.5% +$26.2K 0.14% 155
2025
Q3 		$5.44M Buy
67,452
+10,174
+18% +$791K 0.14% 151
2025
Q2 		$4.29M Sell
57,278
-6,113
-10% -$424K 0.12% 170
2025
Q1 		$4.31M Sell
63,391
-54,541
-46% -$3.9M 0.13% 151
2024
Q4 		$8.42M Buy
117,932
+9,270
+9% +$667K 0.27% 75
2024
Q3 		$7.61M Buy
108,662
+4,282
+4% +$289K 0.22% 93
2024
Q2 		$6.93M Sell
104,380
-8,361
-7% -$535K 0.26% 76
2024
Q1 		$7.23M Sell
112,741
-6,467
-5% -$395K 0.29% 68
2023
Q4 		$6.97M Sell
119,208
-124
-0.1% -$6.77K 0.31% 67
2023
Q3 		$6.26M Buy
119,332
+8,718
+8% +$476K 0.32% 62
2023
Q2 		$6.02M Buy
110,614
+8,535
+8% +$440K 0.31% 63
2023
Q1 		$5.15M Buy
102,079
+17,447
+21% +$861K 0.29% 71
2022
Q4 		$4M Buy
84,632
+496
+0.6% +$23.6K 0.25% 91
2022
Q3 		$3.71M Buy
84,136
+1,971
+2% +$96.5K 0.28% 75
2022
Q2 		$3.82M Buy
82,165
+64,815
+374% +$3.27M 0.34% 59
2022
Q1 		$964K Sell
17,350
-14,050
-45% -$770K 0.07% 260
2021
Q4 		$1.83M Buy
31,400
+12,819
+69% +$725K 0.14% 152
2021
Q3 		$985K Sell
18,581
-786
-4% -$42.8K 0.08% 250
2021
Q2 		$1.03M Sell
19,367
-10,612
-35% -$549K 0.07% 315
2021
Q1 		$1.48M Sell
29,979
-10,638
-26% -$509K 0.11% 196
2020
Q4 		$1.87M Sell
40,617
-808
-2% -$35.2K 0.16% 139
2020
Q3 		$1.69M Buy
41,425
+3,154
+8% +$128K 0.17% 128
2020
Q2 		$1.45M Buy
38,271
+22,210
+138% +$794K 0.2% 115
2020
Q1 		$505K Buy
+16,061
New +$604K 0.07% 285
2018
Q2 		– Sell
-2,700
Closed -$87K – 1220
2018
Q1 		$87K Sell
2,700
-114
-4% -$3.86K 0.02% 519
2017
Q4 		$96K Hold
2,814
– – 0.03% 505
2017
Q3 		$89K Hold
2,814
– – 0.04% 378
2017
Q2 		$56K Buy
2,814
+600
+27% +$17.9K 0.03% 478
2017
Q1 		$65K Buy
2,214
+600
+37% +$17.4K 0.04% 367
2016
Q4 		$45K Buy
+1,614
New +$43.9K 0.03% 408

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

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

IHT Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.4% in Q2 2026, selling an estimated $85.1K and leaving 67,178 shares worth $6.1M. The position accounts for 0.13% of the portfolio, ranked #165.

IHT Wealth Management first reported a position in SPTM in Q4 2016 and has held it in 32 quarters since. The position peaked at $8.42M in Q4 2024. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • IHT Wealth Management held 67,178 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6.1M as of Q2 2026.
  • IHT Wealth Management sold 967 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $85.1K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.13% of IHT Wealth Management's portfolio in Q2 2026, its #165 holding.
  • IHT Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2016 and has held it in 32 quarters since.
  • IHT Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $8.42M in Q4 2024.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.