Kelman-Lazarov Inc’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $481K | Buy |
6,089
+3
| +0% | +$248 | 0.07% | 91 |
|
|
2025
Q4 | $502K | Buy |
6,086
+3
| +0% | +$245 | 0.07% | 89 |
|
|
2025
Q3 | $491K | Sell |
6,083
-78
| -1% | -$6.06K | 0.07% | 86 |
|
|
2025
Q2 | $461K | Sell |
6,161
-52
| -0.8% | -$3.61K | 0.07% | 79 |
|
|
2025
Q1 | $423K | Sell |
6,213
-241
| -4% | -$17.3K | 0.08% | 79 |
|
|
2024
Q4 | $461K | Sell |
6,454
-102
| -2% | -$7.34K | 0.08% | 75 |
|
|
2024
Q3 | $459K | Hold |
6,556
| – | – | 0.08% | 74 |
|
|
2024
Q2 | $435K | Sell |
6,556
-143
| -2% | -$9.16K | 0.08% | 74 |
|
|
2024
Q1 | $430K | Sell |
6,699
-225
| -3% | -$13.7K | 0.08% | 74 |
|
|
2023
Q4 | $405K | Hold |
6,924
| – | – | 0.09% | 75 |
|
|
2023
Q3 | $363K | Hold |
6,924
| – | – | 0.09% | 74 |
|
|
2023
Q2 | $377K | Hold |
6,924
| – | – | 0.09% | 75 |
|
|
2023
Q1 | $349K | Hold |
6,924
| – | – | 0.09% | 78 |
|
|
2022
Q4 | $327K | Hold |
6,924
| – | – | 0.09% | 75 |
|
|
2022
Q3 | $305K | Hold |
6,924
| – | – | 0.1% | 69 |
|
|
2022
Q2 | $322K | Hold |
6,924
| – | – | 0.11% | 64 |
|
|
2022
Q1 | $385K | Sell |
6,924
-86
| -1% | -$4.71K | 0.13% | 59 |
|
|
2021
Q4 | $410K | Hold |
7,010
| – | – | 0.13% | 60 |
|
|
2021
Q3 | $371K | Hold |
7,010
| – | – | 0.13% | 58 |
|
|
2021
Q2 | $371K | Hold |
7,010
| – | – | 0.13% | 55 |
|
|
2021
Q1 | $345K | Hold |
7,010
| – | – | 0.12% | 60 |
|
|
2020
Q4 | $323K | Hold |
7,010
| – | – | 0.12% | 62 |
|
|
2020
Q3 | $287K | Sell |
7,010
-190
| -3% | -$7.7K | 0.13% | 61 |
|
|
2020
Q2 | $272K | Hold |
7,200
| – | – | 0.13% | 63 |
|
|
2020
Q1 | $226K | Sell |
7,200
-1,784
| -20% | -$67.1K | 0.12% | 72 |
|
|
2019
Q4 | $358K | Hold |
8,984
| – | – | 0.16% | 70 |
|
|
2019
Q3 | $330K | Hold |
8,984
| – | – | 0.16% | 75 |
|
|
2019
Q2 | $328K | Sell |
8,984
-166
| -2% | -$5.95K | 0.17% | 72 |
|
|
2019
Q1 | $322K | Hold |
9,150
| – | – | 0.17% | 77 |
|
|
2018
Q4 | $283K | Hold |
9,150
| – | – | 0.18% | 82 |
|
|
2018
Q3 | $331K | Hold |
9,150
| – | – | 0.19% | 81 |
|
|
2018
Q2 | $311K | Hold |
9,150
| – | – | 0.17% | 85 |
|
|
2018
Q1 | $300K | Hold |
9,150
| – | – | 0.16% | 88 |
|
|
2017
Q4 | $304K | Hold |
9,150
| – | – | 0.16% | 95 |
|
|
2017
Q3 | $287K | Hold |
9,150
| – | – | 0.15% | 100 |
|
|
2017
Q2 | $276K | Hold |
9,150
| – | – | 0.15% | 98 |
|
|
2017
Q1 | $269K | Hold |
9,150
| – | – | 0.17% | 92 |
|
|
2016
Q4 | $255K | Hold |
9,150
| – | – | 0.14% | 101 |
|
|
2016
Q3 | $244K | Sell |
9,150
-6,000
| -40% | -$161K | 0.14% | 102 |
|
|
2016
Q2 | $393K | Hold |
15,150
| – | – | 0.22% | 93 |
|
|
2016
Q1 | $387K | Buy |
+15,150
| New | +$364K | 0.23% | 94 |
|
Other funds holding SPTM
PAG
VA
TI
WAP
HFS
PFA
Kelman-Lazarov Inc's SPTM Position: Q1 2026 in Review
Kelman-Lazarov Inc increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.05% in Q1 2026, buying an estimated $248 and bringing the position to 6,089 shares worth $481K. The position accounts for 0.07% of the portfolio, ranked #91.
Kelman-Lazarov Inc first reported a position in SPTM in Q1 2016 and has held it in 41 quarters since. The position peaked at $502K in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.
- Kelman-Lazarov Inc held 6,089 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $481K as of Q1 2026.
- Kelman-Lazarov Inc bought 3 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $248.
- State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #91 holding.
- Kelman-Lazarov Inc first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2016 and has held it in 41 quarters since.
- Kelman-Lazarov Inc's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $502K 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 Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.