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 Q3	$548K	Buy	5,957 +1,455	+32%	+$134K	0.38%	50
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 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

Post Resch Tallon Group's SPTM Position: Q3 2026 in Review

Post Resch Tallon Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 32% in Q3 2026, buying an estimated $134K and bringing the position to 5,957 shares worth $548K. The position accounts for 0.38% of the portfolio, ranked #50.

Post Resch Tallon Group first reported a position in SPTM in Q4 2024 and has held it in 8 quarters since. 563 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Post Resch Tallon Group held 5,957 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $548K as of Q3 2026.
Post Resch Tallon Group bought 1,455 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $134K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.38% of Post Resch Tallon Group's portfolio in Q3 2026, its #50 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 8 quarters since.
563 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Post Resch Tallon Group's 13F filing for Q3 2026, filed 9 Oct 2026.