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

Raleigh Capital 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 		$424K Sell
5,361
-98
-2% -$8.09K 0.15% 141
2025
Q4 		$450K Buy
5,459
+59
+1% +$4.82K 0.16% 130
2025
Q3 		$435K Sell
5,400
-417
-7% -$32.4K 0.17% 132
2025
Q2 		$436K Sell
5,817
-839
-13% -$58.2K 0.18% 135
2025
Q1 		$453K Sell
6,656
-68
-1% -$4.87K 0.21% 127
2024
Q4 		$480K Buy
6,724
+1,672
+33% +$120K 0.19% 127
2024
Q3 		$354K Buy
5,052
+2,214
+78% +$150K 0.14% 163
2024
Q2 		$188K Sell
2,838
-7
-0.2% -$448 0.08% 199
2024
Q1 		$183K Sell
2,845
-4,391
-61% -$268K 0.08% 208
2023
Q4 		$423K Sell
7,236
-737
-9% -$40.2K 0.2% 124
2023
Q3 		$418K Sell
7,973
-357
-4% -$19.5K 0.21% 108
2023
Q2 		$453K Sell
8,330
-805
-9% -$41.5K 0.23% 109
2023
Q1 		$461K Buy
9,135
+4,397
+93% +$217K 0.23% 115
2022
Q4 		$224K Sell
4,738
-7,656
-62% -$364K 0.12% 164
2022
Q3 		$547K Buy
12,394
+619
+5% +$30.3K 0.32% 95
2022
Q2 		$547K Sell
11,775
-3,716
-24% -$188K 0.31% 93
2022
Q1 		$861K Sell
15,491
-42
-0.3% -$2.3K 0.47% 67
2021
Q4 		$908K Buy
+15,533
New +$879K 0.93% 34

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
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

Raleigh Capital Management's SPTM Position: Q1 2026 in Review

Raleigh Capital Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.8% in Q1 2026, selling an estimated $8.09K and leaving 5,361 shares worth $424K. The position accounts for 0.15% of the portfolio, ranked #141.

Raleigh Capital Management first reported a position in SPTM in Q4 2021 and has held it in 18 quarters since. The position peaked at $908K in Q4 2021. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Raleigh Capital Management held 5,361 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $424K as of Q1 2026.
  • Raleigh Capital Management sold 98 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $8.09K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.15% of Raleigh Capital Management's portfolio in Q1 2026, its #141 holding.
  • Raleigh Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Raleigh Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $908K in Q4 2021.
  • 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 Raleigh Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.