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

Northwestern Mutual 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 		$3.94M Buy
43,421
+919
+2% +$80.9K ﹤0.01% 946
2026
Q1 		$3.36M Buy
42,502
+94
+0.2% +$7.76K ﹤0.01% 936
2025
Q4 		$3.5M Sell
42,408
-1,606
-4% -$131K ﹤0.01% 884
2025
Q3 		$3.55M Sell
44,014
-282
-0.6% -$21.9K ﹤0.01% 837
2025
Q2 		$3.32M Sell
44,296
-666
-1% -$46.2K ﹤0.01% 801
2025
Q1 		$3.06M Buy
44,962
+941
+2% +$67.4K ﹤0.01% 799
2024
Q4 		$3.14M Sell
44,021
-1,628
-4% -$117K ﹤0.01% 733
2024
Q3 		$3.2M Buy
45,649
+554
+1% +$37.4K ﹤0.01% 727
2024
Q2 		$2.99M Buy
45,095
+1,046
+2% +$67K ﹤0.01% 695
2024
Q1 		$2.83M Sell
44,049
-197
-0.4% -$12K ﹤0.01% 700
2023
Q4 		$2.59M Buy
44,246
+17,589
+66% +$960K ﹤0.01% 705
2023
Q3 		$1.4M Sell
26,657
-204
-0.8% -$11.1K ﹤0.01% 828
2023
Q2 		$1.46M Buy
26,861
+4,817
+22% +$249K ﹤0.01% 807
2023
Q1 		$1.11M Sell
22,044
-1,195
-5% -$59K ﹤0.01% 867
2022
Q4 		$1.1M Buy
23,239
+4,978
+27% +$237K ﹤0.01% 841
2022
Q3 		$806K Buy
18,261
+2,902
+19% +$142K ﹤0.01% 892
2022
Q2 		$713K Buy
15,359
+3,056
+25% +$154K ﹤0.01% 924
2022
Q1 		$683K Buy
12,303
+150
+1% +$8.22K ﹤0.01% 967
2021
Q4 		$711K Buy
12,153
+3,922
+48% +$222K ﹤0.01% 944
2021
Q3 		$436K Buy
8,231
+7,370
+856% +$401K ﹤0.01% 1043
2021
Q2 		$46K Sell
861
-29
-3% -$1.5K ﹤0.01% 1882
2021
Q1 		$44K Sell
890
-384
-30% -$18.4K ﹤0.01% 1784
2020
Q4 		$59K Buy
1,274
+352
+38% +$15.3K ﹤0.01% 1590
2020
Q3 		$38K Buy
922
+503
+120% +$20.4K ﹤0.01% 1592
2020
Q2 		$16K Sell
419
-1,034
-71% -$37K ﹤0.01% 1782
2020
Q1 		$46K Buy
1,453
+1,365
+1,551% +$51.4K ﹤0.01% 1422
2019
Q4 		$4K Sell
88
-953
-92% -$36.3K ﹤0.01% 2127
2019
Q3 		$38K Buy
1,041
+84
+9% +$3.08K ﹤0.01% 1513
2019
Q2 		$35K Buy
957
+895
+1,444% +$32.1K ﹤0.01% 1527
2019
Q1 		$2K Buy
+62
New +$2.1K ﹤0.01% 2338
2018
Q1 		– Sell
-768
Closed -$26K – 2412
2017
Q4 		$26K Hold
768
– – ﹤0.01% 1420
2017
Q3 		$24K Hold
768
– – ﹤0.01% 1409
2017
Q2 		$23K Buy
+768
New +$22.9K ﹤0.01% 1341

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management's SPTM Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.2% in Q2 2026, buying an estimated $80.9K and bringing the position to 43,421 shares worth $3.94M. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Northwestern Mutual Wealth Management first reported a position in SPTM in Q2 2017 and has held it in 33 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Northwestern Mutual Wealth Management held 43,421 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $3.94M as of Q2 2026.
  • Northwestern Mutual Wealth Management bought 919 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $80.9K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #946 holding.
  • Northwestern Mutual Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2017 and has held it in 33 quarters since.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.