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

Mission 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 Q2	$662K	Buy	7,289 +244	+3%	+$21.5K	0.01%	594
2026 Q1	$557K	Buy	7,045 +3	+0%	+$248	0.01%	466
2025 Q4	$581K	Buy	7,042 +3	+0%	+$245	0.01%	460
2025 Q3	$568K	Buy	7,039 +3	+0%	+$233	0.01%	460
2025 Q2	$527K	Buy	7,036 +4	+0.1%	+$278	0.01%	463
2025 Q1	$478K	Buy	7,032 +3	+0%	+$215	0.01%	460
2024 Q4	$502K	Buy	7,029 +3	+0%	+$216	0.01%	427
2024 Q3	$492K	Buy	7,026 +4	+0.1%	+$270	0.01%	435
2024 Q2	$466K	Buy	7,022 +3	+0%	+$192	0.01%	427
2024 Q1	$450K	Buy	+7,019	New	+$428K	0.01%	462

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

Mission Wealth Management's SPTM Position: Q2 2026 in Review

Mission Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.5% in Q2 2026, buying an estimated $21.5K and bringing the position to 7,289 shares worth $662K. The position accounts for 0.01% of the portfolio, ranked #594.

Mission Wealth Management first reported a position in SPTM in Q1 2024 and has held it in 10 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Mission Wealth Management held 7,289 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $662K as of Q2 2026.
Mission Wealth Management bought 244 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $21.5K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #594 holding.
Mission Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.