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

NovaPoint Capital’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	$243K	Buy	+2,675	New	+$235K	0.05%	150
2025 Q4	–	Sell	-2,675	Closed	-$216K	–	130
2025 Q3	$216K	Buy	+2,675	New	+$208K	0.05%	138
2020 Q4	–	Sell	-5,257	Closed	-$215K	–	115
2020 Q3	$215K	Buy	+5,257	New	+$213K	0.14%	96

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

NovaPoint Capital's SPTM Position: Q2 2026 in Review

NovaPoint Capital opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 2,675 shares worth $243K. The stake represents 0.05% of the portfolio and ranks #150 among its holdings. This is a return to the name: NovaPoint Capital previously reported a position in SPTM as recently as Q3 2025.

NovaPoint Capital first reported a position in SPTM in Q3 2020 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

NovaPoint Capital held 2,675 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $243K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new NovaPoint Capital position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of NovaPoint Capital's portfolio in Q2 2026, its #150 holding.
NovaPoint Capital first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2020 and has held it in 3 quarters since.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on NovaPoint Capital's 13F filing for Q2 2026, filed 6 Aug 2026.