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 Q3	–	Sell	-97	Closed	-$8.83K	–	820
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 $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Mosley Wealth Management's SPTM Position: Q3 2026 in Review

Mosley Wealth Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2026, closing a stake of 97 shares — an estimated $8.83K sold.

Mosley Wealth Management first reported a position in SPTM in Q4 2023 and held it in 3 quarters. The position peaked at $256K in Q1 2024. 558 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Mosley Wealth Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2026 after selling out during the quarter.
Mosley Wealth Management sold 97 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $8.83K.
Mosley Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and held it in 3 quarters.
Mosley Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $256K in Q1 2024.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.