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

Legacy Wealth Management (Mississippi)’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	$271K	Buy	2,982 +8	+0.3%	+$704	0.07%	105
2026 Q1	$235K	Sell	2,974 -1,181	-28%	-$97.5K	0.07%	96
2025 Q4	$343K	Buy	4,155 +186	+5%	+$15.2K	0.09%	79
2025 Q3	$320K	Hold	3,969	–	–	0.1%	75
2025 Q2	$297K	Sell	3,969 -3,443	-46%	-$239K	0.09%	74
2025 Q1	$504K	Buy	7,412 +5	+0.1%	+$358	0.16%	65
2024 Q4	$529K	Buy	7,407 +380	+5%	+$27.3K	0.21%	66
2024 Q3	$492K	Buy	7,027 +3,246	+86%	+$219K	0.18%	73
2024 Q2	$251K	Hold	3,781	–	–	0.11%	68
2024 Q1	$243K	Buy	+3,781	New	+$231K	0.11%	68

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

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

Legacy Wealth Management (Mississippi) increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.27% in Q2 2026, buying an estimated $704 and bringing the position to 2,982 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #105.

Legacy Wealth Management (Mississippi) first reported a position in SPTM in Q1 2024 and has held it in 10 quarters since. The position peaked at $529K in Q4 2024. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Legacy Wealth Management (Mississippi) held 2,982 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $271K as of Q2 2026.
Legacy Wealth Management (Mississippi) bought 8 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $704.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #105 holding.
Legacy Wealth Management (Mississippi) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
Legacy Wealth Management (Mississippi)'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $529K in Q4 2024.
782 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 (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.