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 Q3	$523K	Buy	5,677 +256	+5%	+$23.6K	0.37%	42
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

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

VAG

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return

Partnership Wealth Management's SPTM Position: Q3 2026 in Review

Partnership Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.7% in Q3 2026, buying an estimated $23.6K and bringing the position to 5,677 shares worth $523K. The position accounts for 0.37% of the portfolio, ranked #42.

Partnership Wealth Management first reported a position in SPTM in Q4 2023 and has held it in 12 quarters since. 48 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Partnership Wealth Management held 5,677 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $523K as of Q3 2026.
Partnership Wealth Management bought 256 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $23.6K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.37% of Partnership Wealth Management's portfolio in Q3 2026, its #42 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 12 quarters since.
48 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Partnership Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.