Proficio Capital Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Proficio Capital Partners’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 Q1	$1.32M	Hold	16,726	–	–	0.07%	118
2025 Q4	$1.38M	Hold	16,726	–	–	0.1%	105
2025 Q3	$1.35M	Hold	16,726	–	–	0.09%	88
2025 Q2	$1.25M	Hold	16,726	–	–	0.08%	139
2025 Q1	$1.14M	Hold	16,726	–	–	0.09%	116
2024 Q4	$1.19M	Hold	16,726	–	–	0.1%	90
2024 Q3	$1.17M	Hold	16,726	–	–	0.12%	89
2024 Q2	$1.11M	Hold	16,726	–	–	0.12%	98
2024 Q1	$1.07M	Hold	16,726	–	–	0.12%	103
2023 Q4	$978K	Buy	16,726 +4,936	+42%	+$270K	0.12%	91
2023 Q3	$619K	Hold	11,790	–	–	0.08%	128
2023 Q2	$642K	Hold	11,790	–	–	0.09%	129
2023 Q1	$595K	Hold	11,790	–	–	0.09%	127
2022 Q4	$558K	Hold	11,790	–	–	0.11%	120
2022 Q3	$520K	Hold	11,790	–	–	0.1%	124
2022 Q2	$548K	Hold	11,790	–	–	0.1%	121
2022 Q1	$655K	Hold	11,790	–	–	0.1%	110
2021 Q4	$689K	Sell	11,790 -1,750	-13%	-$99K	0.1%	116
2021 Q3	$717K	Hold	13,540	–	–	0.09%	115
2021 Q2	$717K	Hold	13,540	–	–	0.09%	109
2021 Q1	$666K	Hold	13,540	–	–	0.09%	104
2020 Q4	$624K	Hold	13,540	–	–	0.1%	87
2020 Q3	$554K	Hold	13,540	–	–	0.1%	86
2020 Q2	$512K	Hold	13,540	–	–	0.1%	86
2020 Q1	$426K	Hold	13,540	–	–	0.11%	92
2019 Q4	$540K	Hold	13,540	–	–	0.16%	76
2019 Q3	$497K	Hold	13,540	–	–	0.19%	69
2019 Q2	$494K	Buy	13,540 +6,240	+85%	+$224K	0.17%	83
2019 Q1	$257K	Buy	+7,300	New	+$247K	0.09%	110

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Proficio Capital Partners's SPTM Position: Q1 2026 in Review

Proficio Capital Partners held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 16,726 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #118.

Proficio Capital Partners first reported a position in SPTM in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.38M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Proficio Capital Partners held 16,726 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.32M as of Q1 2026.
Proficio Capital Partners left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of Proficio Capital Partners's portfolio in Q1 2026, its #118 holding.
Proficio Capital Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and has held it in 29 quarters since.
Proficio Capital Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.38M in Q4 2025.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Proficio Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.