Quadcap Wealth Management
SPTM icon

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

Quadcap Wealth 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 		$293K Buy
3,187
+3
+0.1% +$276 0.03% 339
2026
Q2 		$289K Sell
3,184
-105
-3% -$9.24K 0.03% 342
2026
Q1 		$260K Sell
3,289
-1,198
-27% -$98.9K 0.03% 330
2025
Q4 		$370K Sell
4,487
-32
-0.7% -$2.62K 0.04% 298
2025
Q3 		$364K Sell
4,519
-304
-6% -$23.6K 0.04% 305
2025
Q2 		$361K Sell
4,823
-599
-11% -$41.6K 0.05% 293
2025
Q1 		$369K Sell
5,422
-670
-11% -$48K 0.05% 282
2024
Q4 		$435K Buy
6,092
+43
+0.7% +$3.09K 0.06% 261
2024
Q3 		$424K Buy
6,049
+34
+0.6% +$2.3K 0.07% 267
2024
Q2 		$399K Buy
6,015
+17
+0.3% +$1.09K 0.07% 275
2024
Q1 		$385K Buy
5,998
+518
+9% +$31.6K 0.09% 241
2023
Q4 		$320K Buy
+5,480
New +$299K 0.08% 262

Other funds holding SPTM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Wealthcare Advisory Partners
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
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Quadcap Wealth Management's SPTM Position: Q3 2026 in Review

Quadcap Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.09% in Q3 2026, buying an estimated $276 and bringing the position to 3,187 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #339.

Quadcap Wealth Management first reported a position in SPTM in Q4 2023 and has held it in 12 quarters since. The position peaked at $435K in Q4 2024. 457 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Quadcap Wealth Management held 3,187 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $293K as of Q3 2026.
  • Quadcap Wealth Management bought 3 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $276.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Quadcap Wealth Management's portfolio in Q3 2026, its #339 holding.
  • Quadcap Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
  • Quadcap Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $435K in Q4 2024.
  • 457 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Quadcap Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.