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

Private 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 		$21K Hold
231
– – ﹤0.01% 373
2026
Q1 		$18.3K Hold
231
– – ﹤0.01% 361
2025
Q4 		$19.1K Hold
231
– – 0.01% 336
2025
Q3 		$18.6K Hold
231
– – 0.01% 352
2025
Q2 		$17.3K Hold
231
– – 0.01% 343
2025
Q1 		$15.7K Hold
231
– – 0.01% 354
2024
Q4 		$16.5K Sell
231
-741
-76% -$53.3K 0.01% 354
2024
Q3 		$68.1K Hold
972
– – 0.03% 137
2024
Q2 		$64.5K Hold
972
– – 0.03% 139
2024
Q1 		$62.4K Sell
972
-78
-7% -$4.76K 0.03% 135
2023
Q4 		$61.4K Buy
+1,050
New +$57.3K 0.03% 136

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Private Wealth Management Group held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 231 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Private Wealth Management Group first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $68.1K in Q3 2024. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Private Wealth Management Group held 231 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $21K as of Q2 2026.
  • Private 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 ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #373 holding.
  • Private Wealth Management Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $68.1K in Q3 2024.
  • 775 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 Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.