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

Red Door 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 Q2	$291K	Buy	3,209 +9	+0.3%	+$792	0.03%	258
2026 Q1	$253K	Buy	3,200 +10	+0.3%	+$826	0.03%	250
2025 Q4	$263K	Buy	3,190 +10	+0.3%	+$818	0.03%	246
2025 Q3	$257K	Buy	3,180 +8	+0.3%	+$622	0.03%	249
2025 Q2	$238K	Buy	3,172 +10	+0.3%	+$694	0.03%	240
2025 Q1	$215K	Buy	3,162 +10	+0.3%	+$716	0.03%	219
2024 Q4	$225K	Buy	3,152 +11	+0.4%	+$792	0.03%	210
2024 Q3	$220K	Buy	3,141 +10	+0.3%	+$675	0.04%	200
2024 Q2	$208K	Buy	3,131 +11	+0.4%	+$704	0.04%	188
2024 Q1	$200K	Buy	+3,120	New	+$190K	0.04%	189

Other funds holding SPTM

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $132M AUM