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 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KFP

Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

LVM Capital Management's SPTM Position: Q2 2026 in Review

LVM Capital Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.6% in Q2 2026, buying an estimated $91.6K and bringing the position to 66,672 shares worth $6.05M. 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 32 quarters since. 389 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

LVM Capital Management held 66,672 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6.05M as of Q2 2026.
LVM Capital Management bought 1,041 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $91.6K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.51% of LVM Capital Management's portfolio in Q2 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 32 quarters since.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.