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

Ridgeline Wealth’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	$481K	Buy	5,302 +30	+0.6%	+$2.64K	0.28%	38
2026 Q1	$417K	Sell	5,272 -242	-4%	-$20K	0.3%	32
2025 Q4	$455K	Buy	5,514 +20	+0.4%	+$1.64K	0.32%	33
2025 Q3	$443K	Sell	5,494 -43	-0.8%	-$3.34K	0.33%	32
2025 Q2	$415K	Sell	5,537 -4,882	-47%	-$339K	0.34%	33
2025 Q1	$709K	Hold	10,419	–	–	0.6%	23
2024 Q4	$744K	Buy	+10,419	New	+$750K	0.61%	24

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 $59.6B 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 $6.39B 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 $127M AUM