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 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Kaufman Rossin Wealth's SPTM Position: Q2 2026 in Review

Kaufman Rossin Wealth held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 3,177 shares worth $290K. The position accounts for 0.14% of the portfolio, ranked #77.

Kaufman Rossin Wealth first reported a position in SPTM in Q2 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Kaufman Rossin Wealth held 3,177 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $290K as of Q2 2026.
Kaufman Rossin Wealth left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.14% of Kaufman Rossin Wealth's portfolio in Q2 2026, its #77 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 5 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.