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McKinley Carter Wealth Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

McKinley Carter Wealth Services’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 		$331K Hold
4,192
– – 0.02% 248
2025
Q4 		$346K Sell
4,192
-361
-8% -$29.5K 0.02% 263
2025
Q3 		$367K Sell
4,553
-42
-0.9% -$3.26K 0.02% 252
2025
Q2 		$344K Sell
4,595
-1,270
-22% -$88.1K 0.02% 252
2025
Q1 		$399K Hold
5,865
– – 0.02% 230
2024
Q4 		$419K Hold
5,865
– – 0.03% 217
2024
Q3 		$411K Sell
5,865
-54
-0.9% -$3.65K 0.02% 225
2024
Q2 		$393K Hold
5,919
– – 0.03% 229
2024
Q1 		$380K Sell
5,919
-75
-1% -$4.58K 0.03% 233
2023
Q4 		$350K Hold
5,994
– – 0.03% 239
2023
Q3 		$315K Hold
5,994
– – 0.03% 240
2023
Q2 		$326K Hold
5,994
– – 0.02% 243
2023
Q1 		$302K Hold
5,994
– – 0.02% 249
2022
Q4 		$283K Buy
5,994
+4
+0.1% +$190 0.02% 249
2022
Q3 		$264K Sell
5,990
-920
-13% -$45K 0.02% 242
2022
Q2 		$321K Hold
6,910
– – 0.03% 235
2022
Q1 		$384K Sell
6,910
-1,169
-14% -$64.1K 0.03% 221
2021
Q4 		$472K Sell
8,079
-193
-2% -$10.9K 0.04% 196
2021
Q3 		$438K Sell
8,272
-155
-2% -$8.43K 0.04% 201
2021
Q2 		$446K Sell
8,427
-354
-4% -$18.3K 0.04% 198
2021
Q1 		$432K Sell
8,781
-1,640
-16% -$78.4K 0.04% 203
2020
Q4 		$480K Buy
+10,421
New +$454K 0.06% 168

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
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

McKinley Carter Wealth Services's SPTM Position: Q1 2026 in Review

McKinley Carter Wealth Services held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 4,192 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #248.

McKinley Carter Wealth Services first reported a position in SPTM in Q4 2020 and has held it in 22 quarters since. The position peaked at $480K in Q4 2020. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • McKinley Carter Wealth Services held 4,192 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $331K as of Q1 2026.
  • McKinley Carter Wealth Services 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 0.02% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #248 holding.
  • McKinley Carter Wealth Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • McKinley Carter Wealth Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $480K in Q4 2020.
  • 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 McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.