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

Redwood Investment 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	$208K	Buy	+2,295	New	+$202K	0.02%	304
2020 Q1	–	Sell	-75,126	Closed	-$3M	–	246
2019 Q4	$3M	Buy	75,126 +4,665	+7%	+$178K	0.74%	43
2019 Q3	$2.59M	Sell	70,461 -4,402	-6%	-$161K	0.7%	43
2019 Q2	$2.73M	Buy	74,863 +36,518	+95%	+$1.31M	0.76%	43
2019 Q1	$1.35M	Sell	38,345 -2,355	-6%	-$79.7K	0.58%	49
2018 Q4	$1.26M	Sell	40,700 -14,069	-26%	-$470K	0.95%	9
2018 Q3	$1.98M	Buy	+54,769	New	+$1.95M	0.72%	44

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

Redwood Investment Management's SPTM Position: Q2 2026 in Review

Redwood Investment Management opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 2,295 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #304 among its holdings. This is a return to the name: Redwood Investment Management previously reported a position in SPTM as recently as Q4 2019.

Redwood Investment Management first reported a position in SPTM in Q3 2018 and has held it in 7 quarters since. The position peaked at $3M in Q4 2019. 781 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Redwood Investment Management held 2,295 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $208K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Redwood Investment Management position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Redwood Investment Management's portfolio in Q2 2026, its #304 holding.
Redwood Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and has held it in 7 quarters since.
Redwood Investment Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3M in Q4 2019.
781 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.