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

Seaside 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	$1.8M	Sell	22,779 -26	-0.1%	-$2.15K	0.51%	16
2025 Q4	$1.88M	Sell	22,805 -136	-0.6%	-$11.1K	0.54%	16
2025 Q3	$1.85M	Sell	22,941 -80	-0.3%	-$6.22K	0.55%	16
2025 Q2	$1.72M	Sell	23,021 -199	-0.9%	-$13.8K	0.55%	16
2025 Q1	$1.58M	Sell	23,220 -3	-0%	-$215	0.56%	16
2024 Q4	$1.66M	Sell	23,223 -182	-0.8%	-$13.1K	0.61%	16
2024 Q3	$1.64M	Hold	23,405	–	–	0.62%	15
2024 Q2	$1.55M	Sell	23,405 -45	-0.2%	-$2.88K	0.64%	15
2024 Q1	$1.5M	Sell	23,450 -364	-2%	-$22.2K	0.64%	16
2023 Q4	$1.39M	Hold	23,814	–	–	0.64%	16
2023 Q3	$1.25M	Sell	23,814 -45	-0.2%	-$2.46K	0.64%	15
2023 Q2	$1.3M	Sell	23,859 -274	-1%	-$14.1K	0.67%	15
2023 Q1	$1.22M	Sell	24,133 -216	-0.9%	-$10.7K	0.74%	15
2022 Q4	$1.15M	Buy	24,349 +2,373	+11%	+$113K	0.76%	15
2022 Q3	$1.05M	Sell	21,976 -65	-0.3%	-$3.18K	0.73%	16
2022 Q2	$1.12M	Buy	+22,041	New	+$1.11M	0.85%	17

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

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

Seaside Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.11% in Q1 2026, selling an estimated $2.15K and leaving 22,779 shares worth $1.8M. The position accounts for 0.51% of the portfolio, ranked #16.

Seaside Wealth Management first reported a position in SPTM in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.88M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Seaside Wealth Management held 22,779 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.8M as of Q1 2026.
Seaside Wealth Management sold 26 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $2.15K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.51% of Seaside Wealth Management's portfolio in Q1 2026, its #16 holding.
Seaside Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and has held it in 16 quarters since.
Seaside Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.88M in Q4 2025.
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 Seaside Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.