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Legacy Wealth Management (Idaho)’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Legacy Wealth Management (Idaho)’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
-598
Closed -$47.3K – 849
2026
Q1 		$47.3K Buy
598
+22
+4% +$1.82K 0.02% 271
2025
Q4 		$47.5K Buy
576
+522
+967% +$42.7K 0.02% 223
2025
Q3 		$4.36K Hold
54
– – ﹤0.01% 451
2025
Q2 		$4.04K Hold
54
– – ﹤0.01% 423
2025
Q1 		$3.67K Sell
54
-200
-79% -$14.3K ﹤0.01% 456
2024
Q4 		$18.6K Hold
254
– – 0.01% 226
2024
Q3 		$18.5K Buy
+254
New +$17.2K 0.01% 236

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 Wealth Management (Idaho)'s SPTM Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026, closing a stake of 598 shares — an estimated $47.3K sold.

Legacy Wealth Management (Idaho) first reported a position in SPTM in Q3 2024 and held it in 7 quarters. The position peaked at $47.5K in Q4 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Legacy Wealth Management (Idaho) 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 Wealth Management (Idaho) sold 598 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $47.3K.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $47.5K in Q4 2025.
  • 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 Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.