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Murphy & Mullick Capital Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Murphy & Mullick Capital 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 		$1.64M Buy
20,759
+2,953
+17% +$244K 1.21% 17
2025
Q4 		$1.47M Buy
17,806
+1,253
+8% +$102K 1.06% 22
2025
Q3 		$1.34M Buy
16,553
+7,433
+82% +$578K 0.99% 23
2025
Q2 		$697K Buy
9,120
+8,945
+5,111% +$621K 0.57% 44
2025
Q1 		$11.9K Hold
175
– – 0.01% 420
2024
Q4 		$12.5K Buy
+175
New +$12.6K 0.01% 405

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 $49B AUM 17.78% 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 $21.3B AUM 22.13% 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 $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Murphy & Mullick Capital Management's SPTM Position: Q1 2026 in Review

Murphy & Mullick Capital Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 17% in Q1 2026, buying an estimated $244K and bringing the position to 20,759 shares worth $1.64M. The position accounts for 1.21% of the portfolio, ranked #17.

Murphy & Mullick Capital Management first reported a position in SPTM in Q4 2024 and has held it in 6 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Murphy & Mullick Capital Management held 20,759 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.64M as of Q1 2026.
  • Murphy & Mullick Capital Management bought 2,953 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $244K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.21% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #17 holding.
  • Murphy & Mullick Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 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 Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.