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

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

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. 778 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.
778 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.