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

Rinkey Investments’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	$33M	Sell	363,352 -1,987	-0.5%	-$175K	7.77%	2
2026 Q1	$28.9M	Sell	365,339 -2,863	-0.8%	-$236K	7.39%	3
2025 Q4	$30.4M	Sell	368,202 -6,269	-2%	-$513K	7.71%	4
2025 Q3	$30.2M	Sell	374,471 -3,566	-0.9%	-$277K	8.01%	3
2025 Q2	$28.3M	Sell	378,037 -5,614	-1%	-$390K	8.51%	3
2025 Q1	$26.1M	Sell	383,651 -9,179	-2%	-$657K	8.27%	2
2024 Q4	$28.1M	Sell	392,830 -1,614	-0.4%	-$116K	8.98%	2
2024 Q3	$27.6M	Sell	394,444 -245,714	-38%	-$16.6M	8.94%	3
2024 Q2	$42.5M	Buy	640,158 +12,203	+2%	+$781K	15.26%	2
2024 Q1	$40.3M	Sell	627,955 -5,148	-0.8%	-$314K	14.68%	2
2023 Q4	$37M	Sell	633,103 -2,003	-0.3%	-$109K	14.57%	2
2023 Q3	$33.3M	Buy	635,106 +42,820	+7%	+$2.34M	15.27%	2
2023 Q2	$32.2M	Buy	592,286 +60,478	+11%	+$3.12M	14.75%	2
2023 Q1	$26.8M	Buy	531,808 +37,524	+8%	+$1.85M	14.05%	2
2022 Q4	$23.4M	Buy	494,284 +17,694	+4%	+$841K	13.99%	2
2022 Q3	$23.5M	Buy	476,590 +88,659	+23%	+$4.34M	17.74%	1
2022 Q2	$19.7M	Sell	387,931 -7,591	-2%	-$383K	17.35%	1
2022 Q1	$20.2M	Buy	395,522 +59,566	+18%	+$3.27M	20%	1
2021 Q4	$19.5M	Buy	+335,956	New	+$19M	17.89%	1

Other funds holding SPTM

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

AWAG

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

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

Rinkey Investments's SPTM Position: Q2 2026 in Review

Rinkey Investments reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.54% in Q2 2026, selling an estimated $175K and leaving 363,352 shares worth $33M. The position accounts for 7.77% of the portfolio, ranked #2.

Rinkey Investments first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $42.5M in Q2 2024. 238 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Rinkey Investments held 363,352 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $33M as of Q2 2026.
Rinkey Investments sold 1,987 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $175K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 7.77% of Rinkey Investments's portfolio in Q2 2026, its #2 holding.
Rinkey Investments first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Rinkey Investments's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $42.5M in Q2 2024.
238 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.