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

Kingsview 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 Q1	$36.6M	Buy	462,465 +31,550	+7%	+$2.61M	0.5%	36
2025 Q4	$35.6M	Buy	430,915 +46,425	+12%	+$3.8M	0.51%	38
2025 Q3	$31M	Buy	384,490 +12,646	+3%	+$983K	0.47%	39
2025 Q2	$27.8M	Buy	371,844 +33,068	+10%	+$2.29M	0.47%	38
2025 Q1	$23M	Buy	338,776 +19,701	+6%	+$1.41M	0.43%	40
2024 Q4	$22.8M	Buy	319,075 +311,581	+4,158%	+$22.4M	0.44%	40
2024 Q3	$525K	Buy	7,494 +2,003	+36%	+$135K	0.01%	702
2024 Q2	$364K	Buy	+5,491	New	+$352K	0.01%	780
2020 Q2	–	Sell	-7,829	Closed	-$246K	–	654
2020 Q1	$246K	Buy	+7,829	New	+$295K	0.03%	397

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Kingsview Wealth Management's SPTM Position: Q1 2026 in Review

Kingsview Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.3% in Q1 2026, buying an estimated $2.61M and bringing the position to 462,465 shares worth $36.6M. The position accounts for 0.5% of the portfolio, ranked #36.

Kingsview Wealth Management first reported a position in SPTM in Q1 2020 and has held it in 9 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Kingsview Wealth Management held 462,465 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $36.6M as of Q1 2026.
Kingsview Wealth Management bought 31,550 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $2.61M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.5% of Kingsview Wealth Management's portfolio in Q1 2026, its #36 holding.
Kingsview Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and has held it in 9 quarters since.
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 Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.