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

Ritholtz Wealth 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 Q1	$623K	Sell	7,880 -50	-0.6%	-$4.13K	0.01%	705
2025 Q4	$654K	Buy	7,930 +3,359	+73%	+$275K	0.01%	637
2025 Q3	$369K	Sell	4,571 -4,782	-51%	-$372K	0.01%	771
2025 Q2	$700K	Buy	9,353 +2,384	+34%	+$165K	0.02%	538
2025 Q1	$474K	Sell	6,969 -2,446	-26%	-$175K	0.01%	602
2024 Q4	$673K	Sell	9,415 -922	-9%	-$66.3K	0.02%	478
2024 Q3	$724K	Sell	10,337 -7,411	-42%	-$500K	0.02%	458
2024 Q2	$1.18M	Buy	17,748 +1,357	+8%	+$86.9K	0.04%	317
2024 Q1	$1.05M	Buy	16,391 +12,332	+304%	+$753K	0.04%	347
2023 Q4	$237K	Buy	+4,059	New	+$222K	0.01%	657

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Ritholtz Wealth Management's SPTM Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.63% in Q1 2026, selling an estimated $4.13K and leaving 7,880 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #705.

Ritholtz Wealth Management first reported a position in SPTM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.18M in Q2 2024. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Ritholtz Wealth Management held 7,880 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $623K as of Q1 2026.
Ritholtz Wealth Management sold 50 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $4.13K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #705 holding.
Ritholtz Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Ritholtz Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.18M in Q2 2024.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.