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

Prestige 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	$190K	Hold	2,094	–	–	0.03%	166
2026 Q1	$166K	Sell	2,094 -105	-5%	-$8.67K	0.03%	170
2025 Q4	$181K	Sell	2,199 -300	-12%	-$24.5K	0.03%	166
2025 Q3	$202K	Hold	2,499	–	–	0.04%	171
2025 Q2	$187K	Hold	2,499	–	–	0.04%	169
2025 Q1	$170K	Sell	2,499 -177	-7%	-$12.7K	0.04%	159
2024 Q4	$191K	Hold	2,676	–	–	0.04%	161
2024 Q3	$187K	Sell	2,676 -76	-3%	-$5.13K	0.04%	157
2024 Q2	$183K	Hold	2,752	–	–	0.04%	140
2024 Q1	$177K	Sell	2,752 -151	-5%	-$9.21K	0.04%	163
2023 Q4	$170K	Sell	2,903 -200	-6%	-$10.9K	0.04%	148
2023 Q3	$163K	Sell	3,103 -757	-20%	-$41.4K	0.04%	147
2023 Q2	$210K	Hold	3,860	–	–	0.05%	144
2023 Q1	$195K	Hold	3,860	–	–	0.05%	152
2022 Q4	$183K	Sell	3,860 -795	-17%	-$37.8K	0.05%	140
2022 Q3	$205K	Sell	4,655 -109	-2%	-$5.34K	0.06%	135
2022 Q2	$221K	Hold	4,764	–	–	0.06%	128
2022 Q1	$265K	Sell	4,764 -408	-8%	-$22.4K	0.07%	124
2021 Q4	$302K	Sell	5,172 -70	-1%	-$3.96K	0.07%	112
2021 Q3	$278K	Sell	5,242 -272	-5%	-$14.8K	0.07%	112
2021 Q2	$292K	Sell	5,514 -427	-7%	-$22.1K	0.08%	101
2021 Q1	$292K	Sell	5,941 -1,784	-23%	-$85.3K	0.08%	94
2020 Q4	$356K	Sell	7,725 -13,360	-63%	-$582K	0.1%	83
2020 Q3	$862K	Sell	21,085 -2,080	-9%	-$84.2K	0.26%	51
2020 Q2	$875K	Sell	23,165 -10,645	-31%	-$381K	0.31%	36
2020 Q1	$1.06M	Sell	33,810 -541	-2%	-$20.4K	0.45%	26
2019 Q4	$1.37M	Hold	34,351	–	–	0.75%	22
2019 Q3	$1.26M	Sell	34,351 -53	-0.2%	-$1.94K	0.74%	21
2019 Q2	$1.25M	Sell	34,404 -5,008	-13%	-$179K	0.76%	20
2019 Q1	$1.39M	Sell	39,412 -3,036	-7%	-$103K	0.85%	20
2018 Q4	$1.31M	Buy	+42,448	New	+$1.42M	0.97%	20

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

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

Prestige Wealth Management Group held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 2,094 shares worth $190K. The position accounts for 0.03% of the portfolio, ranked #166.

Prestige Wealth Management Group first reported a position in SPTM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.39M in Q1 2019. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Prestige Wealth Management Group held 2,094 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $190K as of Q2 2026.
Prestige Wealth Management Group left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Prestige Wealth Management Group's portfolio in Q2 2026, its #166 holding.
Prestige Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
Prestige Wealth Management Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.39M in Q1 2019.
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 Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.