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

Rockwood 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 Q2	$444K	Sell	4,889 -58	-1%	-$5.1K	0.03%	87
2026 Q1	$391K	Sell	4,947 -84	-2%	-$6.94K	0.03%	80
2025 Q4	$415K	Sell	5,031 -1,766	-26%	-$144K	0.03%	74
2025 Q3	$548K	Sell	6,797 -182	-3%	-$14.1K	0.04%	63
2025 Q2	$523K	Sell	6,979 -247	-3%	-$17.1K	0.05%	61
2025 Q1	$491K	Buy	7,226 +1,463	+25%	+$105K	0.05%	53
2024 Q4	$413K	Hold	5,763	–	–	0.04%	56
2024 Q3	$404K	Hold	5,763	–	–	0.04%	56
2024 Q2	$382K	Sell	5,763 -301	-5%	-$19.3K	0.05%	59
2024 Q1	$389K	Sell	6,064 -1,208	-17%	-$73.7K	0.05%	57
2023 Q4	$425K	Sell	7,272 -475	-6%	-$25.9K	0.06%	52
2023 Q3	$407K	Sell	7,747 -2,697	-26%	-$147K	0.07%	46
2023 Q2	$569K	Sell	10,444 -328	-3%	-$16.9K	0.1%	41
2023 Q1	$543K	Sell	10,772 -410	-4%	-$20.2K	0.11%	41
2022 Q4	$529K	Sell	11,182 -376	-3%	-$17.9K	0.12%	41
2022 Q3	$510K	Buy	11,558 +21	+0.2%	+$1.03K	0.16%	39
2022 Q2	$536K	Sell	11,537 -4,292	-27%	-$217K	0.25%	33
2022 Q1	$880K	Sell	15,829 -3,191	-17%	-$175K	0.42%	20
2021 Q4	$1.11M	Buy	+19,020	New	+$1.08M	0.49%	21

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

VAMG

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

Rockwood Wealth Management's SPTM Position: Q2 2026 in Review

Rockwood Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.2% in Q2 2026, selling an estimated $5.1K and leaving 4,889 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #87.

Rockwood Wealth Management first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2021. 389 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Rockwood Wealth Management held 4,889 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $444K as of Q2 2026.
Rockwood Wealth Management sold 58 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $5.1K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Rockwood Wealth Management's portfolio in Q2 2026, its #87 holding.
Rockwood Wealth Management 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.
Rockwood Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.11M in Q4 2021.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.