Quest 10 Wealth Builders’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Quest 10 Wealth Builders’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	$79.6K	Sell	877 -16	-2%	-$1.41K	0.06%	168
2026 Q1	$70.6K	Sell	893 -10	-1%	-$826	0.06%	172
2025 Q4	$74.5K	Sell	903 -12	-1%	-$981	0.07%	156
2025 Q3	$73.8K	Sell	915 -16	-2%	-$1.24K	0.07%	146
2025 Q2	$69.7K	Sell	931 -28	-3%	-$1.94K	0.07%	154
2025 Q1	$65.2K	Hold	959	–	–	0.07%	153
2024 Q4	$68.5K	Buy	+959	New	+$69K	0.07%	153

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Quest 10 Wealth Builders's SPTM Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.8% in Q2 2026, selling an estimated $1.41K and leaving 877 shares worth $79.6K. The position accounts for 0.06% of the portfolio, ranked #168.

Quest 10 Wealth Builders first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Quest 10 Wealth Builders held 877 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $79.6K as of Q2 2026.
Quest 10 Wealth Builders sold 16 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.41K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.06% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #168 holding.
Quest 10 Wealth Builders first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
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 Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.