Leeward Financial Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Leeward Financial Partners’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	$1.49M	Buy	16,374 +46	+0.3%	+$4.05K	0.39%	51
2026 Q1	$1.29M	Buy	16,328 +48	+0.3%	+$3.96K	0.38%	51
2025 Q4	$1.34M	Buy	16,280 +47	+0.3%	+$3.84K	0.38%	49
2025 Q3	$1.31M	Buy	16,233 +48	+0.3%	+$3.73K	0.37%	50
2025 Q2	$1.21M	Buy	16,185 +51	+0.3%	+$3.54K	0.38%	51
2025 Q1	$1.1M	Buy	16,134 +51	+0.3%	+$3.65K	0.41%	52
2024 Q4	$1.15M	Buy	16,083 +54	+0.3%	+$3.89K	0.41%	51
2024 Q3	$1.12M	Buy	16,029 +52	+0.3%	+$3.51K	0.42%	51
2024 Q2	$1.06M	Buy	15,977 +56	+0.4%	+$3.59K	0.43%	52
2024 Q1	$1.02M	Buy	15,921 +51	+0.3%	+$3.11K	0.43%	53
2023 Q4	$928K	Buy	15,870 +63	+0.4%	+$3.44K	0.45%	51
2023 Q3	$830K	Buy	15,807 +61	+0.4%	+$3.33K	0.46%	52
2023 Q2	$857K	Buy	15,746 +63	+0.4%	+$3.25K	0.49%	51
2023 Q1	$791K	Buy	15,683 +61	+0.4%	+$3.01K	0.48%	50
2022 Q4	$739K	Buy	15,622 +71	+0.5%	+$3.37K	0.51%	50
2022 Q3	$686K	Buy	15,551 +70	+0.5%	+$3.43K	0.49%	50
2022 Q2	$720K	Buy	15,481 +65	+0.4%	+$3.28K	0.49%	51
2022 Q1	$857K	Buy	15,416 +49	+0.3%	+$2.69K	0.53%	48
2021 Q4	$898K	Buy	+15,367	New	+$870K	0.56%	49

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

Leeward Financial Partners's SPTM Position: Q2 2026 in Review

Leeward Financial Partners increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.28% in Q2 2026, buying an estimated $4.05K and bringing the position to 16,374 shares worth $1.49M. The position accounts for 0.39% of the portfolio, ranked #51.

Leeward Financial Partners first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Leeward Financial Partners held 16,374 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.49M as of Q2 2026.
Leeward Financial Partners bought 46 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $4.05K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.39% of Leeward Financial Partners's portfolio in Q2 2026, its #51 holding.
Leeward Financial Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
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 Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.