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 Q2	$2.57M	Buy	28,262 +7,503	+36%	+$660K	1.59%	15
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 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

Murphy & Mullick Capital Management's SPTM Position: Q2 2026 in Review

Murphy & Mullick Capital Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 36% in Q2 2026, buying an estimated $660K and bringing the position to 28,262 shares worth $2.57M. The position accounts for 1.59% of the portfolio, ranked #15.

Murphy & Mullick Capital Management first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Murphy & Mullick Capital Management held 28,262 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.57M as of Q2 2026.
Murphy & Mullick Capital Management bought 7,503 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $660K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.59% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #15 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 7 quarters since.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.