Nikulski Financial’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Nikulski Financial’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	$794K	Sell	8,741 -116	-1%	-$10.2K	0.17%	108
2026 Q1	$700K	Sell	8,857 -1,355	-13%	-$112K	0.17%	106
2025 Q4	$843K	Sell	10,212 -1,723	-14%	-$141K	0.2%	95
2025 Q3	$963K	Sell	11,935 -1,355	-10%	-$105K	0.24%	83
2025 Q2	$995K	Sell	13,290 -1,358	-9%	-$94.2K	0.27%	77
2025 Q1	$996K	Sell	14,648 -165	-1%	-$11.8K	0.3%	72
2024 Q4	$1.06M	Buy	14,813 +361	+2%	+$26K	0.31%	72
2024 Q3	$1.01M	Buy	14,452 +95	+0.7%	+$6.42K	0.3%	73
2024 Q2	$953K	Sell	14,357 -155	-1%	-$9.92K	0.3%	73
2024 Q1	$931K	Sell	14,512 -512	-3%	-$31.2K	0.31%	72
2023 Q4	$878K	Sell	15,024 -66	-0.4%	-$3.6K	0.32%	76
2023 Q3	$792K	Buy	15,090 +159	+1%	+$8.69K	0.33%	75
2023 Q2	$813K	Buy	14,931 +156	+1%	+$8.05K	0.34%	73
2023 Q1	$745K	Buy	14,775 +284	+2%	+$14K	0.33%	71
2022 Q4	$685K	Sell	14,491 -1,620	-10%	-$77K	0.33%	66
2022 Q3	$711K	Buy	16,111 +533	+3%	+$26.1K	0.37%	61
2022 Q2	$724K	Buy	15,578 +523	+3%	+$26.4K	0.36%	61
2022 Q1	$837K	Buy	15,055 +2,130	+16%	+$117K	0.35%	73
2021 Q4	$755K	Buy	12,925 +2,474	+24%	+$140K	0.32%	72
2021 Q3	$554K	Buy	10,451 +483	+5%	+$26.3K	0.26%	80
2021 Q2	$535K	Buy	9,968 +1,823	+22%	+$94.3K	0.25%	83
2021 Q1	$401K	Buy	8,145 +138	+2%	+$6.6K	0.21%	87
2020 Q4	$369K	Buy	8,007 +1,335	+20%	+$58.2K	0.2%	85
2020 Q3	$273K	Buy	6,672 +131	+2%	+$5.3K	0.17%	95
2020 Q2	$247K	Sell	6,541 -296	-4%	-$10.6K	0.17%	95
2020 Q1	$215K	Buy	6,837 +910	+15%	+$34.2K	0.19%	90
2019 Q4	$239K	Buy	+5,927	New	+$226K	0.17%	83

Other funds holding SPTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Nikulski Financial's SPTM Position: Q2 2026 in Review

Nikulski Financial reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.3% in Q2 2026, selling an estimated $10.2K and leaving 8,741 shares worth $794K. The position accounts for 0.17% of the portfolio, ranked #108.

Nikulski Financial first reported a position in SPTM in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.06M in Q4 2024. 363 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Nikulski Financial held 8,741 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $794K as of Q2 2026.
Nikulski Financial sold 116 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $10.2K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.17% of Nikulski Financial's portfolio in Q2 2026, its #108 holding.
Nikulski Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
Nikulski Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.06M in Q4 2024.
363 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.