M Holdings Securities’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

M Holdings Securities’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 Q1	$805K	Hold	10,079	–	–	0.05%	213
2025 Q4	$832K	Buy	+10,079	New	+$824K	0.06%	212
2025 Q3	–	Sell	-10,187	Closed	-$760K	–	179
2025 Q2	$760K	Buy	+10,187	New	+$707K	0.13%	109

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

M Holdings Securities's SPTM Position: Q1 2026 in Review

M Holdings Securities held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 10,079 shares worth $805K. The position accounts for 0.05% of the portfolio, ranked #213.

M Holdings Securities first reported a position in SPTM in Q2 2025 and has held it in 3 quarters since. The position peaked at $832K in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

M Holdings Securities held 10,079 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $805K as of Q1 2026.
M Holdings Securities left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of M Holdings Securities's portfolio in Q1 2026, its #213 holding.
M Holdings Securities first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 3 quarters since.
M Holdings Securities's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $832K in Q4 2025.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.