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

Omnitrust 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 		$1.53M Buy
19,309
+458
+2% +$37.8K 1.98% 7
2025
Q4 		$1.56M Buy
+18,851
New +$1.54M 1.98% 12
2025
Q2 		$1.61M Buy
+17,754
New +$1.23M 1.9% 8

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
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

Omnitrust Wealth Management's SPTM Position: Q1 2026 in Review

Omnitrust Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.4% in Q1 2026, buying an estimated $37.8K and bringing the position to 19,309 shares worth $1.53M. The position accounts for 1.98% of the portfolio, ranked #7.

Omnitrust Wealth Management first reported a position in SPTM in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q2 2025. 746 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Omnitrust Wealth Management held 19,309 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.53M as of Q1 2026.
  • Omnitrust Wealth Management bought 458 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $37.8K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.98% of Omnitrust Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Omnitrust Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 3 quarters since.
  • Omnitrust Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.61M in Q2 2025.
  • 746 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Omnitrust Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.