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

Moseley Investment 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 		$626K Buy
7,915
+356
+5% +$29.4K 0.2% 77
2025
Q4 		$624K Sell
7,559
-120
-2% -$9.81K 0.19% 84
2025
Q3 		$619K Buy
7,679
+125
+2% +$9.71K 0.19% 84
2025
Q2 		$566K Buy
7,554
+40
+0.5% +$2.78K 0.19% 87
2025
Q1 		$511K Sell
7,514
-1,055
-12% -$75.5K 0.2% 86
2024
Q4 		$612K Sell
8,569
-427
-5% -$30.7K 0.24% 81
2024
Q3 		$630K Sell
8,996
-260
-3% -$17.6K 0.25% 80
2024
Q2 		$614K Sell
9,256
-295
-3% -$18.9K 0.29% 75
2024
Q1 		$613K Buy
9,551
+376
+4% +$22.9K 0.3% 74
2023
Q4 		$536K Sell
9,175
-676
-7% -$36.9K 0.3% 75
2023
Q3 		$517K Sell
9,851
-297
-3% -$16.2K 0.31% 74
2023
Q2 		$552K Buy
10,148
+73
+0.7% +$3.77K 0.32% 75
2023
Q1 		$508K Buy
10,075
+497
+5% +$24.5K 0.33% 75
2022
Q4 		$453K Sell
9,578
-1,971
-17% -$93.6K 0.32% 80
2022
Q3 		$509K Sell
11,549
-126
-1% -$6.17K 0.37% 66
2022
Q2 		$543K Sell
11,675
-159
-1% -$8.03K 0.38% 69
2022
Q1 		$658K Buy
11,834
+519
+5% +$28.5K 0.36% 74
2021
Q4 		$661K Sell
11,315
-138
-1% -$7.81K 0.3% 86
2021
Q3 		$614K Sell
11,453
-311
-3% -$16.9K 0.31% 85
2021
Q2 		$623K Sell
11,764
-669
-5% -$34.6K 0.31% 84
2021
Q1 		$612K Sell
12,433
-2,079
-14% -$99.4K 0.34% 81
2020
Q4 		$669K Buy
14,512
+962
+7% +$41.9K 0.39% 74
2020
Q3 		$554K Sell
13,550
-1,099
-8% -$44.5K 0.39% 67
2020
Q2 		$553K Sell
14,649
-1,175
-7% -$42K 0.46% 64
2020
Q1 		$498K Sell
15,824
-9,630
-38% -$362K 0.59% 56
2019
Q4 		$1.01M Sell
25,454
-2,443
-9% -$93.1K 1% 31
2019
Q3 		$1.02M Buy
27,897
+6,989
+33% +$256K 1.08% 30
2019
Q2 		$762K Buy
20,908
+5,907
+39% +$212K 0.71% 45
2019
Q1 		$528K Buy
+15,001
New +$508K 0.55% 54

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
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

Moseley Investment Management's SPTM Position: Q1 2026 in Review

Moseley Investment Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.7% in Q1 2026, buying an estimated $29.4K and bringing the position to 7,915 shares worth $626K. The position accounts for 0.2% of the portfolio, ranked #77.

Moseley Investment Management first reported a position in SPTM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.02M in Q3 2019. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Moseley Investment Management held 7,915 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $626K as of Q1 2026.
  • Moseley Investment Management bought 356 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $29.4K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.2% of Moseley Investment Management's portfolio in Q1 2026, its #77 holding.
  • Moseley Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and has held it in 29 quarters since.
  • Moseley Investment Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.02M in Q3 2019.
  • 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 Moseley Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.