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

Peirce Capital 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	$726K	Sell	7,992 -614	-7%	-$54K	0.27%	27
2026 Q1	$680K	Sell	8,606 -1,236	-13%	-$102K	0.27%	27
2025 Q4	$812K	Hold	9,842	–	–	0.32%	24
2025 Q3	$794K	Hold	9,842	–	–	0.33%	23
2025 Q2	$737K	Buy	+9,842	New	+$683K	0.33%	27

Other funds holding SPTM

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KFP

Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Peirce Capital Management's SPTM Position: Q2 2026 in Review

Peirce Capital Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.1% in Q2 2026, selling an estimated $54K and leaving 7,992 shares worth $726K. The position accounts for 0.27% of the portfolio, ranked #27.

Peirce Capital Management first reported a position in SPTM in Q2 2025 and has held it in 5 quarters since. The position peaked at $812K in Q4 2025. 406 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Peirce Capital Management held 7,992 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $726K as of Q2 2026.
Peirce Capital Management sold 614 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $54K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.27% of Peirce Capital Management's portfolio in Q2 2026, its #27 holding.
Peirce Capital 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 5 quarters since.
Peirce Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $812K in Q4 2025.
406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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