Midwest Trust’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Midwest Trust’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	$409K	Buy	4,444 +718	+19%	+$66.2K	﹤0.01%	496
2026 Q2	$338K	Hold	3,726	–	–	﹤0.01%	511
2026 Q1	$295K	Hold	3,726	–	–	﹤0.01%	513
2025 Q4	$307K	Buy	+3,726	New	+$305K	﹤0.01%	507

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

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

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Midwest Trust's SPTM Position: Q3 2026 in Review

Midwest Trust increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 19% in Q3 2026, buying an estimated $66.2K and bringing the position to 4,444 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

Midwest Trust first reported a position in SPTM in Q4 2025 and has held it in 4 quarters since. 479 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Midwest Trust held 4,444 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $409K as of Q3 2026.
Midwest Trust bought 718 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $66.2K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Midwest Trust's portfolio in Q3 2026, its #496 holding.
Midwest Trust first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
479 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.