Post Resch Tallon Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Post Resch Tallon 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	$409K	Sell	4,502 -77	-2%	-$6.78K	0.28%	64
2026 Q1	$365K	Sell	4,579 -325	-7%	-$26.8K	0.29%	65
2025 Q4	$405K	Buy	4,904 +45	+0.9%	+$3.68K	0.34%	53
2025 Q3	$392K	Sell	4,859 -10	-0.2%	-$777	0.35%	56
2025 Q2	$365K	Hold	4,869	–	–	0.35%	53
2025 Q1	$330K	Sell	4,869 -115	-2%	-$8.23K	0.34%	55
2024 Q4	$355K	Buy	+4,984	New	+$359K	0.34%	54

Other funds holding SPTM

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

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

AWAG

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

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Post Resch Tallon Group's SPTM Position: Q2 2026 in Review

Post Resch Tallon Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.7% in Q2 2026, selling an estimated $6.78K and leaving 4,502 shares worth $409K. The position accounts for 0.28% of the portfolio, ranked #64.

Post Resch Tallon Group first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. 153 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Post Resch Tallon Group held 4,502 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $409K as of Q2 2026.
Post Resch Tallon Group sold 77 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $6.78K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.28% of Post Resch Tallon Group's portfolio in Q2 2026, its #64 holding.
Post Resch Tallon Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
153 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Post Resch Tallon Group's 13F filing for Q2 2026, filed 7 Jul 2026.