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

Opes 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	$239K	Hold	3,027	–	–	0.04%	132
2025 Q4	$239K	Hold	3,027	–	–	0.04%	138
2025 Q3	$244K	Sell	3,027 -3	-0.1%	-$233	0.04%	133
2025 Q2	$227K	Hold	3,030	–	–	0.04%	136
2025 Q1	$206K	Buy	3,030 +6	+0.2%	+$429	0.04%	141
2024 Q4	$216K	Sell	3,024 -195	-6%	-$14K	0.04%	130
2024 Q3	$226K	Hold	3,219	–	–	0.04%	127
2024 Q2	$214K	Sell	3,219 -26	-0.8%	-$1.67K	0.04%	128
2024 Q1	$208K	Buy	+3,245	New	+$198K	0.05%	129
2022 Q2	–	Sell	-3,712	Closed	-$206K	–	105
2022 Q1	$206K	Sell	3,712 -15	-0.4%	-$822	0.07%	102
2021 Q4	$218K	Sell	3,727 -56	-1%	-$3.17K	0.07%	105
2021 Q3	$200K	Sell	3,783 -177	-4%	-$9.63K	0.07%	96
2021 Q2	$210K	Buy	+3,960	New	+$205K	0.08%	85

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 $651M AUM 15.34% 1-Year Est. Return

PFA

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

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

Opes Wealth Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 3,027 shares worth $239K. The position accounts for 0.04% of the portfolio, ranked #132.

Opes Wealth Management first reported a position in SPTM in Q2 2021 and has held it in 13 quarters since. The position peaked at $244K in Q3 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Opes Wealth Management held 3,027 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $239K as of Q1 2026.
Opes Wealth Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of Opes Wealth Management's portfolio in Q1 2026, its #132 holding.
Opes Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 13 quarters since.
Opes Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $244K in Q3 2025.
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 Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.