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

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

Red Door Wealth Management's SPTM Position: Q2 2026 in Review

Red Door Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.28% in Q2 2026, buying an estimated $792 and bringing the position to 3,209 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #258.

Red Door Wealth Management first reported a position in SPTM in Q1 2024 and has held it in 10 quarters since. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Red Door Wealth Management held 3,209 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $291K as of Q2 2026.
Red Door Wealth Management bought 9 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $792.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Red Door Wealth Management's portfolio in Q2 2026, its #258 holding.
Red Door Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.