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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
Q3 		$27.4M Sell
297,605
-6,404
-2% -$590K 1.76% 19
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

MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

RVW Wealth's SPTM Position: Q3 2026 in Review

RVW Wealth reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.1% in Q3 2026, selling an estimated $590K and leaving 297,605 shares worth $27.4M. The position accounts for 1.76% of the portfolio, ranked #19.

RVW Wealth first reported a position in SPTM in Q2 2020 and has held it in 26 quarters since. The position peaked at $67.7M in Q1 2025. 48 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • RVW Wealth held 297,605 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $27.4M as of Q3 2026.
  • RVW Wealth sold 6,404 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $590K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.76% of RVW Wealth's portfolio in Q3 2026, its #19 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 26 quarters since.
  • RVW Wealth's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $67.7M in Q1 2025.
  • 48 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.