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 Q3	$494K	Sell	5,258 -44	-0.8%	-$4.05K	0.28%	37
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Ridgeline Wealth's SPTM Position: Q3 2026 in Review

Ridgeline Wealth reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.83% in Q3 2026, selling an estimated $4.05K and leaving 5,258 shares worth $494K. The position accounts for 0.28% of the portfolio, ranked #37.

Ridgeline Wealth first reported a position in SPTM in Q4 2024 and has held it in 8 quarters since. The position peaked at $744K in Q4 2024. 246 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Ridgeline Wealth held 5,258 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $494K as of Q3 2026.
Ridgeline Wealth sold 44 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $4.05K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.28% of Ridgeline Wealth's portfolio in Q3 2026, its #37 holding.
Ridgeline Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
Ridgeline Wealth's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $744K in Q4 2024.
246 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Ridgeline Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.