Royal Harbor Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Royal Harbor Partners’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	$12.5M	Sell	158,736 -71,369	-31%	-$5.89M	4.25%	9
2025 Q4	$19M	Buy	230,105 +1,075	+0.5%	+$87.9K	6.28%	6
2025 Q3	$18.5M	Sell	229,030 -8,751	-4%	-$680K	6.26%	6
2025 Q2	$17.8M	Sell	237,781 -9,604	-4%	-$667K	6.51%	4
2025 Q1	$16.8M	Sell	247,385 -314,215	-56%	-$22.5M	6.52%	4
2024 Q4	$40.1M	Sell	561,600 -420	-0.1%	-$30.2K	15.15%	1
2024 Q3	$39.4M	Buy	562,020 +7,088	+1%	+$479K	15.31%	1
2024 Q2	$36.8M	Sell	554,932 -8,142	-1%	-$521K	15.24%	1
2024 Q1	$36.1M	Sell	563,074 -124,936	-18%	-$7.62M	15.74%	1
2023 Q4	$40.2M	Buy	688,010 +18,710	+3%	+$1.02M	18.68%	1
2023 Q3	$35.1M	Buy	+669,300	New	+$36.6M	18.29%	1

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

Royal Harbor Partners's SPTM Position: Q1 2026 in Review

Royal Harbor Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 31% in Q1 2026, selling an estimated $5.89M and leaving 158,736 shares worth $12.5M. The position accounts for 4.25% of the portfolio, ranked #9.

Royal Harbor Partners first reported a position in SPTM in Q3 2023 and has held it in 11 quarters since. The position peaked at $40.2M in Q4 2023. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Royal Harbor Partners held 158,736 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $12.5M as of Q1 2026.
Royal Harbor Partners sold 71,369 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $5.89M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 4.25% of Royal Harbor Partners's portfolio in Q1 2026, its #9 holding.
Royal Harbor Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
Royal Harbor Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $40.2M in Q4 2023.
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 Royal Harbor Partners's 13F filing for Q1 2026, filed 24 Apr 2026.