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

LVM Capital Management’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	$6.09M	Sell	66,122 -550	-0.8%	-$50.7K	0.51%	40
2026 Q2	$6.05M	Buy	66,672 +1,041	+2%	+$91.6K	0.51%	40
2026 Q1	$5.19M	Buy	65,631 +1,600	+2%	+$132K	0.49%	42
2025 Q4	$5.28M	Buy	64,031 +2,407	+4%	+$197K	0.49%	43
2025 Q3	$4.97M	Buy	61,624 +1,326	+2%	+$103K	0.48%	43
2025 Q2	$4.52M	Sell	60,298 -625	-1%	-$43.4K	0.47%	45
2025 Q1	$4.14M	Buy	60,923 +1,680	+3%	+$120K	0.46%	45
2024 Q4	$4.23M	Sell	59,243 -3,466	-6%	-$249K	0.46%	43
2024 Q3	$4.16M	Hold	62,709	–	–	0.47%	43
2024 Q2	$4.16M	Sell	62,709 -1,485	-2%	-$95.1K	0.47%	43
2024 Q1	$4.12M	Hold	64,194	–	–	0.49%	41
2023 Q4	$3.75M	Sell	64,194 -1,735	-3%	-$94.7K	0.48%	42
2023 Q3	$3.46M	Sell	65,929 -1,165	-2%	-$63.7K	0.49%	44
2023 Q2	$3.65M	Sell	67,094 -2,310	-3%	-$119K	0.49%	44
2023 Q1	$3.5M	Hold	69,404	–	–	0.49%	50
2022 Q4	$3.28M	Sell	69,404 -1,815	-3%	-$86.2K	0.48%	48
2022 Q3	$3.14M	Buy	71,219 +1,606	+2%	+$78.6K	0.48%	49
2022 Q2	$3.24M	Buy	69,613 +11,870	+21%	+$599K	0.47%	49
2022 Q1	$3.21M	Hold	57,743	–	–	0.42%	47
2021 Q4	$3.38M	Sell	57,743 -2,964	-5%	-$168K	0.45%	46
2021 Q3	$3.22M	Hold	60,707	–	–	0.49%	46
2021 Q2	$3.22M	Sell	60,707 -1,610	-3%	-$83.3K	0.49%	46
2021 Q1	$3.06M	Sell	62,317 -3,225	-5%	-$154K	0.5%	46
2020 Q4	$3.02M	Sell	65,542 -4,365	-6%	-$190K	0.51%	44
2020 Q3	$2.86M	Hold	69,907	–	–	0.55%	39
2020 Q2	$2.64M	Hold	69,907	–	–	0.54%	41
2020 Q1	$2.2M	Buy	69,907 +1,585	+2%	+$59.6K	0.54%	40
2019 Q4	$2.72M	Buy	68,322 +1,110	+2%	+$42.3K	0.54%	39
2019 Q3	$2.47M	Buy	67,212 +2,847	+4%	+$104K	0.52%	40
2019 Q2	$2.35M	Hold	64,365	–	–	0.54%	41
2019 Q1	$2.26M	Hold	64,365	–	–	0.52%	41
2018 Q4	$1.99M	Hold	64,365	–	–	0.52%	40
2018 Q3	$2.33M	Buy	+64,365	New	+$2.29M	0.53%	40

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

LVM Capital Management's SPTM Position: Q3 2026 in Review

LVM Capital Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.82% in Q3 2026, selling an estimated $50.7K and leaving 66,122 shares worth $6.09M. The position accounts for 0.51% of the portfolio, ranked #40.

LVM Capital Management first reported a position in SPTM in Q3 2018 and has held it in 33 quarters since. 534 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

LVM Capital Management held 66,122 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6.09M as of Q3 2026.
LVM Capital Management sold 550 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $50.7K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.51% of LVM Capital Management's portfolio in Q3 2026, its #40 holding.
LVM Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and has held it in 33 quarters since.
534 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on LVM Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.