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

&Partners’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	$1.89M	Sell	23,934 -704	-3%	-$58.1K	0.01%	931
2025 Q4	$2.03M	Sell	24,638 -155	-0.6%	-$12.7K	0.01%	849
2025 Q3	$1.99M	Buy	24,793 +2,750	+12%	+$214K	0.01%	757
2025 Q2	$1.65M	Buy	22,043 +13,125	+147%	+$911K	0.01%	749
2025 Q1	$603K	Sell	8,918 -3,126	-26%	-$224K	0.01%	1048
2024 Q4	$869K	Buy	12,044 +7,853	+187%	+$565K	0.01%	829
2024 Q3	$294K	Buy	+4,191	New	+$283K	0.01%	1108

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

&Partners's SPTM Position: Q1 2026 in Review

&Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.9% in Q1 2026, selling an estimated $58.1K and leaving 23,934 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #931.

&Partners first reported a position in SPTM in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.03M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

&Partners held 23,934 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.89M as of Q1 2026.
&Partners sold 704 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $58.1K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #931 holding.
&Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
&Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.03M in Q4 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 &Partners's 13F filing for Q1 2026, filed 15 May 2026.