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

Mosley 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	$8.83K	Buy	+97	New	+$8.54K	﹤0.01%	396
2024 Q2	–	Sell	-3,994	Closed	-$256K	–	108
2024 Q1	$256K	Sell	3,994 -106	-3%	-$6.47K	0.24%	86
2023 Q4	$240K	Buy	+4,100	New	+$224K	0.24%	83

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

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

Mosley Wealth Management opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 97 shares worth $8.83K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Mosley Wealth Management previously reported a position in SPTM as recently as Q1 2024.

Mosley Wealth Management first reported a position in SPTM in Q4 2023 and has held it in 3 quarters since. The position peaked at $256K in Q1 2024. 780 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Mosley Wealth Management held 97 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $8.83K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Mosley Wealth Management position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #396 holding.
Mosley Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 3 quarters since.
Mosley Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $256K in Q1 2024.
780 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.