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 Q3	–	Sell	-211	Closed	-$19.2K	–	1055
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 $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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Private Wealth Asset Management's SPTM Position: Q3 2026 in Review

Private Wealth Asset Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2026, closing a stake of 211 shares — an estimated $19.2K sold.

Private Wealth Asset Management first reported a position in SPTM in Q1 2025 and held it in 6 quarters. The position peaked at $19.2K in Q2 2026. 629 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Private Wealth Asset Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2026 after selling out during the quarter.
Private Wealth Asset Management sold 211 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $19.2K.
Private Wealth Asset Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and held it in 6 quarters.
Private Wealth Asset Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $19.2K in Q2 2026.
629 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Private Wealth Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.