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

Pinnacle Wealth Management Group’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	$520K	Buy	5,723 +65	+1%	+$5.72K	0.24%	69
2026 Q1	$447K	Sell	5,658 -94	-2%	-$7.76K	0.22%	79
2025 Q4	$475K	Buy	5,752 +6	+0.1%	+$491	0.24%	70
2025 Q3	$463K	Buy	5,746 +1	+0%	+$78	0.24%	66
2025 Q2	$430K	Buy	5,745 +31	+0.5%	+$2.15K	0.25%	70
2025 Q1	$389K	Sell	5,714 -810	-12%	-$58K	0.27%	66
2024 Q4	$466K	Buy	6,524 +129	+2%	+$9.28K	0.29%	62
2024 Q3	$448K	Sell	6,395 -153	-2%	-$10.3K	0.28%	67
2024 Q2	$434K	Hold	6,548	–	–	0.29%	62
2024 Q1	$420K	Sell	6,548 -281	-4%	-$17.1K	0.31%	64
2023 Q4	$399K	Hold	6,829	–	–	0.33%	61
2023 Q3	$358K	Hold	6,829	–	–	0.33%	62
2023 Q2	$372K	Sell	6,829 -3,527	-34%	-$182K	0.32%	59
2023 Q1	$522K	Sell	10,356 -1,017	-9%	-$50.2K	0.45%	49
2022 Q4	$538K	Hold	11,373	–	–	0.48%	49
2022 Q3	$502K	Sell	11,373 -258	-2%	-$12.6K	0.44%	49
2022 Q2	$541K	Hold	11,631	–	–	0.45%	50
2022 Q1	$646K	Buy	11,631 +132	+1%	+$7.24K	0.49%	50
2021 Q4	$672K	Buy	11,499 +216	+2%	+$12.2K	0.5%	48
2021 Q3	$598K	Sell	11,283 -3,709	-25%	-$202K	0.45%	53
2021 Q2	$794K	Buy	+14,992	New	+$776K	0.58%	46

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

Pinnacle Wealth Management Group's SPTM Position: Q2 2026 in Review

Pinnacle Wealth Management Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.1% in Q2 2026, buying an estimated $5.72K and bringing the position to 5,723 shares worth $520K. The position accounts for 0.24% of the portfolio, ranked #69.

Pinnacle Wealth Management Group first reported a position in SPTM in Q2 2021 and has held it in 21 quarters since. The position peaked at $794K in Q2 2021. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Pinnacle Wealth Management Group held 5,723 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $520K as of Q2 2026.
Pinnacle Wealth Management Group bought 65 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $5.72K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.24% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #69 holding.
Pinnacle Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
Pinnacle Wealth Management Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $794K in Q2 2021.
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 Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.