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 Q3	$683K	Sell	7,415 -577	-7%	-$53.2K	0.25%	28
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 $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

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

Peirce Capital Management's SPTM Position: Q3 2026 in Review

Peirce Capital Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.2% in Q3 2026, selling an estimated $53.2K and leaving 7,415 shares worth $683K. The position accounts for 0.25% of the portfolio, ranked #28.

Peirce Capital Management first reported a position in SPTM in Q2 2025 and has held it in 6 quarters since. The position peaked at $812K in Q4 2025. 450 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Peirce Capital Management held 7,415 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $683K as of Q3 2026.
Peirce Capital Management sold 577 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $53.2K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.25% of Peirce Capital Management's portfolio in Q3 2026, its #28 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 6 quarters since.
Peirce Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $812K in Q4 2025.
450 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Peirce Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.