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

Northwest 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	$2.49M	Sell	27,412 -111	-0.4%	-$9.77K	0.33%	51
2026 Q1	$2.18M	Buy	27,523 +256	+0.9%	+$21.1K	0.33%	50
2025 Q4	$2.25M	Sell	27,267 -325	-1%	-$26.6K	0.35%	50
2025 Q3	$2.23M	Sell	27,592 -795	-3%	-$61.8K	0.37%	51
2025 Q2	$2.13M	Buy	28,387 +1,513	+6%	+$105K	0.38%	50
2025 Q1	$1.83M	Buy	26,874 +1,561	+6%	+$112K	0.36%	52
2024 Q4	$1.81M	Sell	25,313 -357	-1%	-$25.7K	0.38%	51
2024 Q3	$1.8M	Sell	25,670 -781	-3%	-$52.7K	0.42%	48
2024 Q2	$1.76M	Sell	26,451 -98	-0.4%	-$6.28K	0.45%	47
2024 Q1	$1.7M	Sell	26,549 -66	-0.2%	-$4.03K	0.47%	46
2023 Q4	$1.56M	Sell	26,615 -1,960	-7%	-$107K	0.47%	48
2023 Q3	$1.5M	Buy	28,575 +40	+0.1%	+$2.19K	0.54%	46
2023 Q2	$1.55M	Sell	28,535 -470	-2%	-$24.2K	0.56%	46
2023 Q1	$1.46M	Buy	29,005 +426	+1%	+$21K	0.56%	47
2022 Q4	$1.35M	Buy	28,579 +922	+3%	+$43.8K	0.58%	44
2022 Q3	$1.22M	Sell	27,657 -42	-0.2%	-$2.06K	0.54%	53
2022 Q2	$1.29M	Buy	27,699 +982	+4%	+$49.6K	0.56%	52
2022 Q1	$1.49M	Sell	26,717 -786	-3%	-$43.1K	0.73%	39
2021 Q4	$1.61M	Buy	27,503 +862	+3%	+$48.8K	0.75%	36
2021 Q3	$1.41M	Sell	26,641 -1,976	-7%	-$108K	0.7%	40
2021 Q2	$1.52M	Sell	28,617 -235	-0.8%	-$12.2K	0.8%	33
2021 Q1	$1.42M	Buy	28,852 +854	+3%	+$40.8K	0.89%	31
2020 Q4	$1.29M	Sell	27,998 -295	-1%	-$12.9K	0.89%	33
2020 Q3	$1.16M	Buy	28,293 +1,049	+4%	+$42.5K	0.96%	30
2020 Q2	$1.03M	Buy	27,244 +2,341	+9%	+$83.7K	0.9%	33
2020 Q1	$783K	Buy	24,903 +629	+3%	+$23.7K	0.79%	37
2019 Q4	$968K	Sell	24,274 -3,640	-13%	-$139K	0.89%	33
2019 Q3	$1.03M	Buy	27,914 +2,967	+12%	+$109K	0.84%	35
2019 Q2	$910K	Buy	24,947 +18,437	+283%	+$661K	0.73%	44
2019 Q1	$229K	Buy	6,510 +4,671	+254%	+$158K	0.17%	102
2018 Q4	$57K	Buy	1,839 +203	+12%	+$6.78K	0.05%	194
2018 Q3	$59K	Hold	1,636	–	–	0.04%	201
2018 Q2	$56K	Sell	1,636 -2,694	-62%	-$90.9K	0.04%	205
2018 Q1	$142K	Buy	+4,330	New	+$147K	0.11%	124

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

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

Northwest Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.4% in Q2 2026, selling an estimated $9.77K and leaving 27,412 shares worth $2.49M. The position accounts for 0.33% of the portfolio, ranked #51.

Northwest Wealth Management first reported a position in SPTM in Q1 2018 and has held it in 34 quarters since. 361 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Northwest Wealth Management held 27,412 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.49M as of Q2 2026.
Northwest Wealth Management sold 111 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $9.77K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.33% of Northwest Wealth Management's portfolio in Q2 2026, its #51 holding.
Northwest Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 34 quarters since.
361 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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