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

Oakwell Private 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 Q1	$1.95M	Sell	24,617 -89	-0.4%	-$7.35K	0.35%	30
2025 Q4	$2.04M	Sell	24,706 -61	-0.2%	-$4.99K	0.38%	29
2025 Q3	$2M	Sell	24,767 -207	-0.8%	-$16.1K	0.4%	27
2025 Q2	$1.87M	Sell	24,974 -116	-0.5%	-$8.05K	0.43%	24
2025 Q1	$1.71M	Sell	25,090 -2,043	-8%	-$146K	0.47%	24
2024 Q4	$1.94M	Hold	27,133	–	–	0.54%	23
2024 Q3	$1.9M	Sell	27,133 -321	-1%	-$21.7K	0.55%	23
2024 Q2	$1.82M	Sell	27,454 -1	-0%	-$64	0.51%	23
2024 Q1	$1.76M	Sell	27,455 -371	-1%	-$22.6K	0.54%	23
2023 Q4	$1.63M	Sell	27,826 -306	-1%	-$16.7K	0.57%	25
2023 Q3	$1.48M	Hold	28,132	–	–	0.63%	24
2023 Q2	$1.53M	Sell	28,132 -2,069	-7%	-$107K	0.64%	25
2023 Q1	$1.52M	Sell	30,201 -238	-0.8%	-$11.8K	0.69%	23
2022 Q4	$1.44M	Sell	30,439 -12,394	-29%	-$589K	0.69%	22
2022 Q3	$1.89M	Buy	42,833 +11,265	+36%	+$552K	1.05%	19
2022 Q2	$1.47M	Sell	31,568 -11,536	-27%	-$582K	0.84%	18
2022 Q1	$2.4M	Hold	43,104	–	–	1.2%	16
2021 Q4	$2.52M	Sell	43,104 -1,390	-3%	-$78.7K	1.25%	16
2021 Q3	$2.36M	Sell	44,494 -6,282	-12%	-$342K	1.27%	17
2021 Q2	$2.69M	Sell	50,776 -8,153	-14%	-$422K	1.73%	15
2021 Q1	$2.9M	Sell	58,929 -1,207	-2%	-$57.7K	2.05%	13
2020 Q4	$2.77M	Buy	+60,136	New	+$2.62M	2.18%	13

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Oakwell Private Wealth Management's SPTM Position: Q1 2026 in Review

Oakwell Private Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.36% in Q1 2026, selling an estimated $7.35K and leaving 24,617 shares worth $1.95M. The position accounts for 0.35% of the portfolio, ranked #30.

Oakwell Private Wealth Management first reported a position in SPTM in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.9M in Q1 2021. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Oakwell Private Wealth Management held 24,617 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.95M as of Q1 2026.
Oakwell Private Wealth Management sold 89 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $7.35K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.35% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #30 holding.
Oakwell Private Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
Oakwell Private Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.9M in Q1 2021.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.