Ridgeline Wealth Planning’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Ridgeline Wealth Planning’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	$988K	Hold	10,879	–	–	0.63%	20
2026 Q1	$860K	Hold	10,879	–	–	0.63%	22
2025 Q4	$898K	Hold	10,879	–	–	0.64%	19
2025 Q3	$877K	Hold	10,879	–	–	0.66%	17
2025 Q2	$815K	Hold	10,879	–	–	0.67%	16
2025 Q1	$740K	Hold	10,879	–	–	0.73%	15
2024 Q4	$777K	Buy	+10,879	New	+$783K	0.74%	16

Other funds holding SPTM

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

SPWG

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

KFP

Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ridgeline Wealth Planning's SPTM Position: Q2 2026 in Review

Ridgeline Wealth Planning held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 10,879 shares worth $988K. The position accounts for 0.63% of the portfolio, ranked #20.

Ridgeline Wealth Planning first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. 406 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Ridgeline Wealth Planning held 10,879 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $988K as of Q2 2026.
Ridgeline Wealth Planning left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.63% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #20 holding.
Ridgeline Wealth Planning 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.
406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.