Ironwood Wealth Management (West Virginia)’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Ironwood Wealth Management (West Virginia)’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	–	Sell	-192	Closed	-$15.9K	–	30
2026 Q1	$15.9K	Buy	+192	New	+$15.9K	0.01%	26

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

Ironwood Wealth Management (West Virginia)'s SPTM Position: Q2 2026 in Review

Ironwood Wealth Management (West Virginia) sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026, closing a stake of 192 shares — an estimated $15.9K sold.

Ironwood Wealth Management (West Virginia) first reported a position in SPTM in Q1 2026 and held it in 1 quarter. The position peaked at $15.9K in Q1 2026. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Ironwood Wealth Management (West Virginia) reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Ironwood Wealth Management (West Virginia) sold 192 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $15.9K.
Ironwood Wealth Management (West Virginia) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2026 and held it in 1 quarter.
Ironwood Wealth Management (West Virginia)'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $15.9K in Q1 2026.
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 Ironwood Wealth Management (West Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.