LPT
SPTM icon

Legacy Private Trust’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Legacy Private Trust’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
Q3 		$56.5M Sell
613,626
-13,059
-2% -$1.2M 3.09% 5
2026
Q2 		$56.9M Sell
626,685
-259,295
-29% -$22.8M 3.15% 5
2026
Q1 		$70M Sell
885,980
-6,787
-0.8% -$561K 4.31% 4
2025
Q4 		$73.7M Sell
892,767
-5,159
-0.6% -$422K 4.32% 3
2025
Q3 		$72.4M Sell
897,926
-210,861
-19% -$16.4M 4.32% 3
2025
Q2 		$83M Sell
1,108,787
-133,077
-11% -$9.24M 5.36% 3
2025
Q1 		$84.5M Buy
1,241,864
+350,091
+39% +$25.1M 5.81% 3
2024
Q4 		$63.7M Buy
891,773
+268,853
+43% +$19.3M 4.17% 3
2024
Q3 		$43.6M Sell
622,920
-13,623
-2% -$920K 2.93% 5
2024
Q2 		$42.2M Buy
636,543
+310,819
+95% +$19.9M 3% 5
2024
Q1 		$20.9M Buy
325,724
+1,133
+0.3% +$69.1K 1.53% 13
2023
Q4 		$19M Buy
324,591
+11,617
+4% +$634K 1.51% 12
2023
Q3 		$16.4M Buy
312,974
+15,169
+5% +$829K 1.41% 15
2023
Q2 		$16.2M Buy
+297,805
New +$15.4M 1.34% 16

Other funds holding SPTM

MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Legacy Private Trust's SPTM Position: Q3 2026 in Review

Legacy Private Trust reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.1% in Q3 2026, selling an estimated $1.2M and leaving 613,626 shares worth $56.5M. The position accounts for 3.09% of the portfolio, ranked #5.

Legacy Private Trust first reported a position in SPTM in Q2 2023 and has held it in 14 quarters since. The position peaked at $84.5M in Q1 2025. 48 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Legacy Private Trust held 613,626 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $56.5M as of Q3 2026.
  • Legacy Private Trust sold 13,059 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $1.2M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 3.09% of Legacy Private Trust's portfolio in Q3 2026, its #5 holding.
  • Legacy Private Trust first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and has held it in 14 quarters since.
  • Legacy Private Trust's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $84.5M in Q1 2025.
  • 48 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Legacy Private Trust's 13F filing for Q3 2026, filed 6 Oct 2026.