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 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 $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 $651M AUM 15.34% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

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

Mission Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.04% in Q1 2026, buying an estimated $248 and bringing the position to 7,045 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #466.

Mission Wealth Management first reported a position in SPTM in Q1 2024 and has held it in 9 quarters since. The position peaked at $581K in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Mission Wealth Management held 7,045 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $557K as of Q1 2026.
Mission Wealth Management bought 3 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $248.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #466 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 9 quarters since.
Mission Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $581K in Q4 2025.
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 Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.