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Moisand Fitzgerald Tamayo’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Moisand Fitzgerald Tamayo’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 		$12.6K Hold
139
– – ﹤0.01% 343
2026
Q1 		$11K Hold
139
– – ﹤0.01% 333
2025
Q4 		$11.5K Hold
139
– – ﹤0.01% 331
2025
Q3 		$11.2K Hold
139
– – ﹤0.01% 341
2025
Q2 		$10.4K Sell
139
-54
-28% -$3.75K ﹤0.01% 342
2025
Q1 		$13.1K Sell
193
-58
-23% -$4.15K ﹤0.01% 314
2024
Q4 		$17.9K Hold
251
– – ﹤0.01% 280
2024
Q3 		$17.6K Sell
251
-23
-8% -$1.55K ﹤0.01% 293
2024
Q2 		$18.2K Hold
274
– – ﹤0.01% 255
2024
Q1 		$17.6K Sell
274
-14
-5% -$854 ﹤0.01% 263
2023
Q4 		$16.8K Hold
288
– – ﹤0.01% 275
2023
Q3 		$15.1K Sell
288
-54
-16% -$2.95K ﹤0.01% 290
2023
Q2 		$18.6K Sell
342
-67
-16% -$3.46K ﹤0.01% 259
2023
Q1 		$20.6K Sell
409
-22
-5% -$1.09K ﹤0.01% 258
2022
Q4 		$20.4K Sell
431
-103
-19% -$4.89K ﹤0.01% 252
2022
Q3 		$24K Sell
534
-19
-3% -$930 0.01% 213
2022
Q2 		$26K Buy
553
+417
+307% +$21.1K 0.01% 206
2022
Q1 		$8K Sell
136
-547
-80% -$30K ﹤0.01% 211
2021
Q4 		$40K Sell
683
-735
-52% -$41.6K 0.01% 165
2021
Q3 		$75K Sell
1,418
-362
-20% -$19.7K 0.03% 123
2021
Q2 		$94K Sell
1,780
-85
-5% -$4.4K 0.03% 112
2021
Q1 		$92K Buy
1,865
+64
+4% +$3.06K 0.04% 101
2020
Q4 		$83K Sell
1,801
-177
-9% -$7.71K 0.04% 107
2020
Q3 		$81K Sell
1,978
-196
-9% -$7.94K 0.04% 102
2020
Q2 		$82K Buy
2,174
+89
+4% +$3.18K 0.05% 100
2020
Q1 		$66K Buy
2,085
+607
+41% +$22.8K 0.04% 102
2019
Q4 		$59K Buy
1,478
+44
+3% +$1.68K 0.03% 111
2019
Q3 		$53K Buy
1,434
+28
+2% +$1.03K 0.03% 116
2019
Q2 		$51K Sell
1,406
-221
-14% -$7.92K 0.03% 117
2019
Q1 		$57K Buy
1,627
+50
+3% +$1.69K 0.03% 110
2018
Q4 		$49K Buy
1,577
+416
+36% +$13.9K 0.03% 113
2018
Q3 		$42K Buy
1,161
+19
+2% +$676 0.02% 132
2018
Q2 		$39K Buy
1,142
+310
+37% +$10.5K 0.02% 132
2018
Q1 		$27K Buy
+832
New +$28.2K 0.02% 151

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SPTM Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 139 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Moisand Fitzgerald Tamayo first reported a position in SPTM in Q1 2018 and has held it in 34 quarters since. The position peaked at $94K in Q2 2021. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Moisand Fitzgerald Tamayo held 139 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $12.6K as of Q2 2026.
  • Moisand Fitzgerald Tamayo left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #343 holding.
  • Moisand Fitzgerald Tamayo first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 34 quarters since.
  • Moisand Fitzgerald Tamayo's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $94K in Q2 2021.
  • 777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.