RW
SPTM icon

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

RVW 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
Q2 		$27.6M Buy
304,009
+1,540
+0.5% +$136K 1.82% 20
2026
Q1 		$23.9M Sell
302,469
-5,663
-2% -$468K 1.86% 20
2025
Q4 		$25.4M Sell
308,132
-3,735
-1% -$305K 1.94% 17
2025
Q3 		$25.2M Sell
311,867
-587
-0.2% -$45.6K 1.96% 16
2025
Q2 		$23.4M Sell
312,454
-683,720
-69% -$47.5M 1.99% 19
2025
Q1 		$67.7M Buy
996,174
+680,261
+215% +$48.7M 6.38% 3
2024
Q4 		$22.6M Buy
315,913
+7,521
+2% +$541K 2.11% 19
2024
Q3 		$21.6M Sell
308,392
-9,854
-3% -$665K 2.01% 16
2024
Q2 		$21.1M Sell
318,246
-13,383
-4% -$857K 2.11% 16
2024
Q1 		$21.3M Sell
331,629
-6,897
-2% -$421K 2.19% 15
2023
Q4 		$19.8M Sell
338,526
-7,464
-2% -$408K 2.17% 15
2023
Q3 		$18.2M Sell
345,990
-10,793
-3% -$590K 2.19% 15
2023
Q2 		$19.4M Sell
356,783
-22,349
-6% -$1.15M 2.29% 14
2023
Q1 		$19.1M Sell
379,132
-43,868
-10% -$2.17M 2.37% 14
2022
Q4 		$20M Sell
423,000
-262,285
-38% -$12.5M 2.55% 14
2022
Q3 		$30.2M Buy
685,285
+28,323
+4% +$1.39M 4.24% 3
2022
Q2 		$30.5M Sell
656,962
-112,558
-15% -$5.68M 4.09% 4
2022
Q1 		$42.8M Buy
769,520
+19,349
+3% +$1.06M 4.94% 1
2021
Q4 		$43.8M Buy
750,171
+56,452
+8% +$3.19M 4.9% 1
2021
Q3 		$37M Buy
693,719
+38,326
+6% +$2.09M 4.45% 2
2021
Q2 		$35M Buy
655,393
+36,840
+6% +$1.91M 4.38% 2
2021
Q1 		$30M Buy
618,553
+90,420
+17% +$4.32M 3.92% 5
2020
Q4 		$24M Buy
528,133
+22,125
+4% +$964K 3.52% 7
2020
Q3 		$20.7M Buy
506,008
+2,200
+0.4% +$89.1K 3.49% 7
2020
Q2 		$19M Buy
+503,808
New +$18M 3.48% 7

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RVW Wealth's SPTM Position: Q2 2026 in Review

RVW Wealth increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.51% in Q2 2026, buying an estimated $136K and bringing the position to 304,009 shares worth $27.6M. The position accounts for 1.82% of the portfolio, ranked #20.

RVW Wealth first reported a position in SPTM in Q2 2020 and has held it in 25 quarters since. The position peaked at $67.7M in Q1 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • RVW Wealth held 304,009 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $27.6M as of Q2 2026.
  • RVW Wealth bought 1,540 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $136K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.82% of RVW Wealth's portfolio in Q2 2026, its #20 holding.
  • RVW Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
  • RVW Wealth's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $67.7M in Q1 2025.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.