Little House Capital’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Little House Capital’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	$6.09M	Buy	67,132 +551	+0.8%	+$48.5K	1.37%	23
2026 Q1	$5.26M	Sell	66,581 -47,580	-42%	-$3.93M	1.36%	25
2025 Q4	$9.42M	Sell	114,161 -8,262	-7%	-$676K	2.36%	12
2025 Q3	$9.87M	Buy	122,423 +3,256	+3%	+$253K	2.27%	12
2025 Q2	$8.92M	Buy	119,167 +5,567	+5%	+$386K	2.24%	12
2025 Q1	$7.73M	Buy	+113,600	New	+$8.13M	2.12%	14
2024 Q2	–	Sell	-4,278	Closed	-$274K	–	128
2024 Q1	$274K	Sell	4,278 -73,517	-95%	-$4.49M	0.09%	116
2023 Q4	$4.55M	Sell	77,795 -729	-0.9%	-$39.8K	1.66%	18
2023 Q3	$4.12M	Buy	78,524 +3,552	+5%	+$194K	1.69%	18
2023 Q2	$4.08M	Buy	74,972 +581	+0.8%	+$30K	1.73%	13
2023 Q1	$3.75M	Sell	74,391 -1,218	-2%	-$60.1K	1.77%	16
2022 Q4	$3.58M	Buy	+75,609	New	+$3.59M	1.77%	14

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

Little House Capital's SPTM Position: Q2 2026 in Review

Little House Capital increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.83% in Q2 2026, buying an estimated $48.5K and bringing the position to 67,132 shares worth $6.09M. The position accounts for 1.37% of the portfolio, ranked #23.

Little House Capital first reported a position in SPTM in Q4 2022 and has held it in 12 quarters since. The position peaked at $9.87M in Q3 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Little House Capital held 67,132 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6.09M as of Q2 2026.
Little House Capital bought 551 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $48.5K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.37% of Little House Capital's portfolio in Q2 2026, its #23 holding.
Little House Capital first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 12 quarters since.
Little House Capital's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $9.87M in Q3 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 Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.