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

Medallion Wealth Advisors’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 		$4.71M Buy
59,565
+3,199
+6% +$264K 1.54% 8
2025
Q4 		$4.65M Buy
56,366
+3,469
+7% +$284K 1.56% 8
2025
Q3 		$4.27M Buy
52,897
+4,252
+9% +$330K 1.51% 7
2025
Q2 		$3.64M Buy
48,645
+9,897
+26% +$687K 1.41% 9
2025
Q1 		$2.64M Buy
38,748
+6,903
+22% +$494K 1.2% 14
2024
Q4 		$2.26M Buy
+31,845
New +$2.29M 1.12% 19

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 $58.2B AUM 22.78% 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 $21.8B AUM 28.57% 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

Medallion Wealth Advisors's SPTM Position: Q1 2026 in Review

Medallion Wealth Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.7% in Q1 2026, buying an estimated $264K and bringing the position to 59,565 shares worth $4.71M. The position accounts for 1.54% of the portfolio, ranked #8.

Medallion Wealth Advisors first reported a position in SPTM in Q4 2024 and has held it in 6 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Medallion Wealth Advisors held 59,565 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.71M as of Q1 2026.
  • Medallion Wealth Advisors bought 3,199 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $264K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.54% of Medallion Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Medallion Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 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 Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.