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

MATAURO’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	$1.83M	Sell	19,918 -2,604	-12%	-$240K	0.23%	57
2026 Q2	$2.04M	Sell	22,522 -1,076	-5%	-$94.7K	0.27%	51
2026 Q1	$1.87M	Sell	23,598 -1,009	-4%	-$83.3K	0.27%	49
2025 Q4	$2.03M	Buy	24,607 +429	+2%	+$35.1K	0.31%	53
2025 Q3	$1.95M	Sell	24,178 -2,025	-8%	-$157K	0.31%	50
2025 Q2	$1.96M	Sell	26,203 -3,740	-12%	-$260K	0.37%	39
2025 Q1	$2.04M	Sell	29,943 -137	-0.5%	-$9.8K	0.41%	34
2024 Q4	$2.15M	Buy	+30,080	New	+$2.16M	0.47%	33

Other funds holding SPTM

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

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

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

MATAURO's SPTM Position: Q3 2026 in Review

MATAURO reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 12% in Q3 2026, selling an estimated $240K and leaving 19,918 shares worth $1.83M. The position accounts for 0.23% of the portfolio, ranked #57.

MATAURO first reported a position in SPTM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.15M in Q4 2024. 400 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

MATAURO held 19,918 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.83M as of Q3 2026.
MATAURO sold 2,604 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $240K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.23% of MATAURO's portfolio in Q3 2026, its #57 holding.
MATAURO first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
MATAURO's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.15M in Q4 2024.
400 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on MATAURO's 13F filing for Q3 2026, filed 3 Nov 2026.