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Legacy Capital Group California’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Legacy Capital Group California’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 		$5.17M Sell
56,993
-4,462
-7% -$393K 1.56% 5
2026
Q1 		$4.86M Sell
61,455
-7,502
-11% -$620K 1.85% 4
2025
Q4 		$5.69M Sell
68,957
-2,824
-4% -$231K 1.38% 8
2025
Q3 		$5.79M Sell
71,781
-935
-1% -$72.7K 1.47% 8
2025
Q2 		$5.45M Sell
72,716
-4,428
-6% -$307K 1.51% 8
2025
Q1 		$5.25M Buy
77,144
+1,124
+1% +$80.5K 1.83% 6
2024
Q4 		$5.43M Buy
76,020
+16,793
+28% +$1.21M 1.66% 6
2024
Q3 		$4.15M Buy
59,227
+29,265
+98% +$1.98M 1.38% 9
2024
Q2 		$1.99M Sell
29,962
-637
-2% -$40.8K 0.72% 23
2024
Q1 		$1.96M Sell
30,599
-35,965
-54% -$2.19M 0.72% 21
2023
Q4 		$3.89M Sell
66,564
-2,191
-3% -$120K 1.5% 10
2023
Q3 		$3.61M Sell
68,755
-2,949
-4% -$161K 1.55% 10
2023
Q2 		$3.9M Sell
71,704
-1,655
-2% -$85.4K 1.61% 10
2023
Q1 		$3.7M Buy
+73,359
New +$3.62M 1.81% 7

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Capital Group California's SPTM Position: Q2 2026 in Review

Legacy Capital Group California reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.3% in Q2 2026, selling an estimated $393K and leaving 56,993 shares worth $5.17M. The position accounts for 1.56% of the portfolio, ranked #5.

Legacy Capital Group California first reported a position in SPTM in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.79M in Q3 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Legacy Capital Group California held 56,993 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $5.17M as of Q2 2026.
  • Legacy Capital Group California sold 4,462 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $393K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.56% of Legacy Capital Group California's portfolio in Q2 2026, its #5 holding.
  • Legacy Capital Group California first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $5.79M in Q3 2025.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.