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 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

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

Quadcap Wealth Management's SPTM Position: Q1 2026 in Review

Quadcap Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 27% in Q1 2026, selling an estimated $98.9K and leaving 3,289 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #330.

Quadcap Wealth Management first reported a position in SPTM in Q4 2023 and has held it in 10 quarters since. The position peaked at $435K in Q4 2024. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Quadcap Wealth Management held 3,289 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $260K as of Q1 2026.
Quadcap Wealth Management sold 1,198 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $98.9K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Quadcap Wealth Management's portfolio in Q1 2026, its #330 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 10 quarters since.
Quadcap Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $435K in Q4 2024.
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 Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.