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

McNaughton Wealth 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	$330K	Buy	3,587 +1	+0%	+$92	0.12%	65
2026 Q2	$326K	Hold	3,586	–	–	0.12%	65
2026 Q1	$284K	Buy	3,586 +151	+4%	+$12.5K	0.12%	67
2025 Q4	$283K	Sell	3,435 -4	-0.1%	-$327	0.12%	65
2025 Q3	$277K	Hold	3,439	–	–	0.12%	68
2025 Q2	$258K	Hold	3,439	–	–	0.11%	68
2025 Q1	$234K	Sell	3,439 -170	-5%	-$12.2K	0.11%	70
2024 Q4	$258K	Hold	3,609	–	–	0.12%	53
2024 Q3	$253K	Hold	3,609	–	–	0.12%	53
2024 Q2	$239K	Sell	3,609 -84	-2%	-$5.38K	0.13%	51
2024 Q1	$237K	Sell	3,693 -142	-4%	-$8.66K	0.13%	50
2023 Q4	$224K	Sell	3,835 -189	-5%	-$10.3K	0.13%	51
2023 Q3	$211K	Sell	4,024 -5,859	-59%	-$320K	0.14%	52
2023 Q2	$538K	Sell	9,883 -2,002	-17%	-$103K	0.34%	50
2023 Q1	$599K	Sell	11,885 -1,999	-14%	-$98.7K	0.4%	43
2022 Q4	$657K	Sell	13,884 -629	-4%	-$29.9K	0.45%	36
2022 Q3	$640K	Sell	14,513 -27,760	-66%	-$1.36M	0.47%	34
2022 Q2	$1.96M	Sell	42,273 -10,928	-21%	-$552K	1.39%	22
2022 Q1	$2.96M	Sell	53,201 -4,238	-7%	-$232K	1.92%	16
2021 Q4	$3.3M	Buy	57,439 +238	+0.4%	+$13.5K	2.14%	15
2021 Q3	$3.03M	Sell	57,201 -47	-0.1%	-$2.56K	2.14%	15
2021 Q2	$3.03M	Buy	57,248 +1,236	+2%	+$64K	2.13%	15
2021 Q1	$2.76M	Sell	56,012 -426	-0.8%	-$20.4K	2.11%	15
2020 Q4	$2.6M	Buy	56,438 +227	+0.4%	+$9.9K	2.08%	15
2020 Q3	$2.3M	Buy	56,211 +887	+2%	+$35.9K	2.01%	15
2020 Q2	$2.09M	Buy	55,324 +4,952	+10%	+$177K	1.94%	15
2020 Q1	$1.58M	Buy	50,372 +22,129	+78%	+$833K	1.69%	20
2019 Q4	$1.12M	Buy	+28,243	New	+$1.08M	1.04%	25

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

McNaughton Wealth Management's SPTM Position: Q3 2026 in Review

McNaughton Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.03% in Q3 2026, buying an estimated $92 and bringing the position to 3,587 shares worth $330K. The position accounts for 0.12% of the portfolio, ranked #65.

McNaughton Wealth Management first reported a position in SPTM in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.3M in Q4 2021. 522 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

McNaughton Wealth Management held 3,587 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $330K as of Q3 2026.
McNaughton Wealth Management bought 1 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share in Q3 2026, an estimated $92.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.12% of McNaughton Wealth Management's portfolio in Q3 2026, its #65 holding.
McNaughton Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 28 quarters since.
McNaughton Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.3M in Q4 2021.
522 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on McNaughton Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.