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

Kaufman Rossin Wealth’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 Q3	$292K	Hold	3,177	–	–	0.12%	116
2026 Q2	$290K	Hold	3,177	–	–	0.14%	77
2026 Q1	$251K	Hold	3,177	–	–	0.14%	87
2025 Q4	$262K	Hold	3,177	–	–	0.14%	122
2025 Q3	$256K	Hold	3,177	–	–	0.14%	111
2025 Q2	$238K	Buy	+3,177	New	+$220K	0.15%	110

Other funds holding SPTM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Kaufman Rossin Wealth's SPTM Position: Q3 2026 in Review

Kaufman Rossin Wealth held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 3,177 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #116.

Kaufman Rossin Wealth first reported a position in SPTM in Q2 2025 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Kaufman Rossin Wealth held 3,177 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $292K as of Q3 2026.
Kaufman Rossin Wealth left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.12% of Kaufman Rossin Wealth's portfolio in Q3 2026, its #116 holding.
Kaufman Rossin Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 6 quarters since.
294 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.