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

Peterson Wealth Advisors’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 		$1.47M Sell
18,633
-139
-0.7% -$11.5K 0.2% 33
2025
Q4 		$1.55M Sell
18,772
-34,789
-65% -$2.84M 0.21% 33
2025
Q3 		$4.34M Sell
53,561
-4,038
-7% -$314K 0.65% 24
2025
Q2 		$4.31M Sell
57,599
-3,242
-5% -$225K 0.71% 24
2025
Q1 		$3.74M Sell
60,841
-2,674
-4% -$191K 0.72% 23
2024
Q4 		$4.58M Sell
63,515
-6,098
-9% -$439K 0.83% 19
2024
Q3 		$4.88M Sell
69,613
-2,438
-3% -$165K 0.92% 16
2024
Q2 		$4.78M Sell
72,051
-7,429
-9% -$476K 1% 14
2024
Q1 		$5.1M Sell
79,480
-31,684
-29% -$1.93M 1.08% 14
2023
Q4 		$6.5M Sell
111,164
-17,977
-14% -$982K 1.54% 12
2023
Q3 		$6.78M Sell
129,141
-7,693
-6% -$420K 1.82% 10
2023
Q2 		$7.47M Sell
136,834
-22,153
-14% -$1.14M 1.97% 10
2023
Q1 		$8.02M Sell
158,987
-5,601
-3% -$277K 2.21% 9
2022
Q4 		$7.78M Sell
164,588
-3,886
-2% -$185K 2.35% 9
2022
Q3 		$7.43M Sell
168,474
-5,110
-3% -$250K 2.5% 9
2022
Q2 		$8.07M Sell
173,584
-17,129
-9% -$865K 2.66% 8
2022
Q1 		$10.6M Sell
190,713
-7,294
-4% -$400K 3.14% 8
2021
Q4 		$11.6M Sell
198,007
-9,208
-4% -$521K 3.34% 8
2021
Q3 		$11M Sell
207,215
-15,029
-7% -$818K 3.63% 7
2021
Q2 		$11.8M Sell
222,244
-13,035
-6% -$674K 4.18% 7
2021
Q1 		$11.6M Sell
235,279
-18,046
-7% -$863K 4.71% 6
2020
Q4 		$11.7M Sell
253,325
-17,875
-7% -$779K 5.14% 6
2020
Q3 		$11.1M Buy
271,200
+17,005
+7% +$689K 5.68% 6
2020
Q2 		$9.6M Buy
254,195
+6,934
+3% +$248K 5.12% 6
2020
Q1 		$7.78M Buy
247,261
+46,390
+23% +$1.75M 5.04% 6
2019
Q4 		$8.01M Buy
200,871
+10,285
+5% +$392K 4.58% 6
2019
Q3 		$7M Buy
190,586
+6,049
+3% +$222K 4.29% 8
2019
Q2 		$6.73M Buy
184,537
+11,565
+7% +$414K 4.26% 8
2019
Q1 		$6.25M Sell
172,972
-541
-0.3% -$18.3K 4.18% 8
2018
Q4 		$5.36M Buy
173,513
+13,311
+8% +$445K 4.25% 9
2018
Q3 		$5.8M Buy
160,202
+16,242
+11% +$578K 4.23% 7
2018
Q2 		$4.89M Buy
143,960
+16,794
+13% +$567K 3.96% 8
2018
Q1 		$4.17M Buy
127,166
+93,317
+276% +$3.16M 3.45% 8
2017
Q4 		$1.12M Buy
+33,849
New +$1.09M 1.02% 18

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
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

Peterson Wealth Advisors's SPTM Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.74% in Q1 2026, selling an estimated $11.5K and leaving 18,633 shares worth $1.47M. The position accounts for 0.2% of the portfolio, ranked #33.

Peterson Wealth Advisors first reported a position in SPTM in Q4 2017 and has held it in 34 quarters since. The position peaked at $11.8M in Q2 2021. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Peterson Wealth Advisors held 18,633 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.47M as of Q1 2026.
  • Peterson Wealth Advisors sold 139 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $11.5K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.2% of Peterson Wealth Advisors's portfolio in Q1 2026, its #33 holding.
  • Peterson Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and has held it in 34 quarters since.
  • Peterson Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $11.8M in Q2 2021.
  • 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 Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.