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

Meridian 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 Q1	$354K	Buy	4,478 +1,302	+41%	+$108K	0.01%	608
2025 Q4	$262K	Buy	3,176 +494	+18%	+$40.4K	0.01%	651
2025 Q3	$216K	Buy	+2,682	New	+$208K	0.01%	662
2025 Q1	–	Sell	-3,181	Closed	-$227K	–	646
2024 Q4	$227K	Sell	3,181 -140	-4%	-$10.1K	0.01%	578
2024 Q3	$233K	Hold	3,321	–	–	0.01%	581
2024 Q2	$220K	Buy	+3,321	New	+$213K	0.03%	267
2024 Q1	–	Sell	-3,481	Closed	-$203K	–	490
2023 Q4	$203K	Buy	+3,481	New	+$190K	0.01%	569
2019 Q3	–	Sell	-7,974	Closed	-$2.91K	–	446
2019 Q2	$2.91K	Buy	+7,974	New	+$286K	0.12%	153

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Meridian Wealth Management's SPTM Position: Q1 2026 in Review

Meridian Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 41% in Q1 2026, buying an estimated $108K and bringing the position to 4,478 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #608.

Meridian Wealth Management first reported a position in SPTM in Q2 2019 and has held it in 8 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Meridian Wealth Management held 4,478 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $354K as of Q1 2026.
Meridian Wealth Management bought 1,302 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $108K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #608 holding.
Meridian Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2019 and has held it in 8 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 Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.