Measured Wealth Private Client Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Measured Wealth Private Client Group’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	$25.1K	Hold	276	–	–	0.01%	451
2026 Q1	$21.8K	Hold	276	–	–	0.01%	453
2025 Q4	$22.8K	Hold	276	–	–	0.01%	449
2025 Q3	$22.3K	Buy	+276	New	+$21.4K	0.01%	455
2020 Q1	–	Sell	-5,043	Closed	-$201K	–	117
2019 Q4	$201K	Sell	5,043 -832	-14%	-$31.7K	0.13%	97
2019 Q3	$216K	Sell	5,875 -30,767	-84%	-$1.13M	0.14%	112
2019 Q2	$1.34M	Buy	36,642 +7,017	+24%	+$251K	0.77%	23
2019 Q1	$1.04M	Buy	29,625 +8,145	+38%	+$276K	0.64%	29
2018 Q4	$664K	Buy	21,480 +5,218	+32%	+$174K	0.6%	30
2018 Q3	$589K	Buy	16,262 +5,653	+53%	+$201K	0.35%	37
2018 Q2	$360K	Buy	+10,609	New	+$358K	0.29%	74

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Measured Wealth Private Client Group's SPTM Position: Q2 2026 in Review

Measured Wealth Private Client Group held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 276 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #451.

Measured Wealth Private Client Group first reported a position in SPTM in Q2 2018 and has held it in 11 quarters since. The position peaked at $1.34M in Q2 2019. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Measured Wealth Private Client Group held 276 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $25.1K as of Q2 2026.
Measured Wealth Private Client Group left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #451 holding.
Measured Wealth Private Client Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and has held it in 11 quarters since.
Measured Wealth Private Client Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.34M in Q2 2019.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.