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

Legacy Capital Wealth 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 		– Sell
-9,997
Closed -$790K – 411
2026
Q1 		$790K Sell
9,997
-2,458
-20% -$203K 0.16% 128
2025
Q4 		$1.03M Sell
12,455
-652
-5% -$53.3K 0.22% 92
2025
Q3 		$1.06M Buy
13,107
+1,571
+14% +$122K 0.23% 91
2025
Q2 		$864K Sell
11,536
-8,021
-41% -$557K 0.2% 101
2025
Q1 		$1.33M Sell
19,557
-129
-0.7% -$9.23K 0.33% 63
2024
Q4 		$1.41M Buy
19,686
+4,300
+28% +$309K 0.35% 56
2024
Q3 		$1.08M Buy
15,386
+6,868
+81% +$464K 0.22% 98
2024
Q2 		$565K Buy
+8,518
New +$545K 0.14% 140
2024
Q1 		– Sell
-17,146
Closed -$1M – 312
2023
Q4 		$1M Sell
17,146
-1,557
-8% -$85K 0.28% 78
2023
Q3 		$982K Buy
+18,703
New +$1.02M 0.27% 76
2023
Q2 		– Sell
-21,000
Closed -$1.06M – 209
2023
Q1 		$1.06M Buy
+21,000
New +$1.04M 0.29% 75

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 Wealth Partners's SPTM Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026, closing a stake of 9,997 shares — an estimated $790K sold.

Legacy Capital Wealth Partners first reported a position in SPTM in Q1 2023 and held it in 11 quarters. The position peaked at $1.41M in Q4 2024. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Legacy Capital Wealth Partners reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 9,997 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $790K.
  • Legacy Capital Wealth Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and held it in 11 quarters.
  • Legacy Capital Wealth Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.41M in Q4 2024.
  • 777 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 Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.