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

Partnership 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 Q2	$492K	Buy	5,421 +92	+2%	+$8.1K	0.33%	44
2026 Q1	$421K	Sell	5,329 -93	-2%	-$7.68K	0.32%	44
2025 Q4	$447K	Buy	5,422 +157	+3%	+$12.8K	0.32%	49
2025 Q3	$425K	Buy	5,265 +64	+1%	+$4.97K	0.33%	49
2025 Q2	$390K	Buy	5,201 +567	+12%	+$39.4K	0.32%	52
2025 Q1	$315K	Sell	4,634 -219	-5%	-$15.7K	0.27%	59
2024 Q4	$347K	Sell	4,853 -3	-0.1%	-$216	0.29%	56
2024 Q3	$340K	Buy	4,856 +300	+7%	+$20.3K	0.24%	58
2024 Q2	$302K	Sell	4,556 -2,503	-35%	-$160K	0.22%	76
2024 Q1	$453K	Buy	7,059 +53	+0.8%	+$3.23K	0.32%	66
2023 Q4	$415K	Buy	+7,006	New	+$383K	0.31%	64

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

Partnership Wealth Management's SPTM Position: Q2 2026 in Review

Partnership Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.7% in Q2 2026, buying an estimated $8.1K and bringing the position to 5,421 shares worth $492K. The position accounts for 0.33% of the portfolio, ranked #44.

Partnership Wealth Management first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Partnership Wealth Management held 5,421 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $492K as of Q2 2026.
Partnership Wealth Management bought 92 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $8.1K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.33% of Partnership Wealth Management's portfolio in Q2 2026, its #44 holding.
Partnership Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Partnership Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.