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

Private Wealth Asset Management’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	$19.2K	Buy	211 +169	+402%	+$14.9K	﹤0.01%	575
2026 Q1	$3.32K	Sell	42 -5	-11%	-$413	﹤0.01%	815
2025 Q4	$3.88K	Hold	47	–	–	﹤0.01%	784
2025 Q3	$3.79K	Hold	47	–	–	﹤0.01%	772
2025 Q2	$3.52K	Hold	47	–	–	﹤0.01%	789
2025 Q1	$3.2K	Buy	+47	New	+$3.36K	﹤0.01%	763

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

Private Wealth Asset Management's SPTM Position: Q2 2026 in Review

Private Wealth Asset Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 402% in Q2 2026, buying an estimated $14.9K and bringing the position to 211 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Private Wealth Asset Management first reported a position in SPTM in Q1 2025 and has held it in 6 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Private Wealth Asset Management held 211 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $19.2K as of Q2 2026.
Private Wealth Asset Management bought 169 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $14.9K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #575 holding.
Private Wealth Asset Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 6 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 Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.