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

Semitam Bonam’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	$1.98M	Sell	21,507 -76	-0.4%	-$7K	1.38%	23
2026 Q2	$1.96M	Sell	21,583 -137	-0.6%	-$12.1K	1.44%	19
2026 Q1	$1.72M	Buy	21,720 +415	+2%	+$34.3K	1.4%	23
2025 Q4	$1.76M	Sell	21,305 -10	-0%	-$818	1.46%	17
2025 Q3	$1.72M	Sell	21,315 -104	-0.5%	-$8.08K	1.54%	17
2025 Q2	$1.6M	Buy	+21,419	New	+$1.49M	1.51%	17

Other funds holding SPTM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return

Semitam Bonam's SPTM Position: Q3 2026 in Review

Semitam Bonam reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.35% in Q3 2026, selling an estimated $7K and leaving 21,507 shares worth $1.98M. The position accounts for 1.38% of the portfolio, ranked #23.

Semitam Bonam first reported a position in SPTM in Q2 2025 and has held it in 6 quarters since. 341 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Semitam Bonam held 21,507 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.98M as of Q3 2026.
Semitam Bonam sold 76 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $7K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.38% of Semitam Bonam's portfolio in Q3 2026, its #23 holding.
Semitam Bonam first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 6 quarters since.
341 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Semitam Bonam's 13F filing for Q3 2026, filed 27 Oct 2026.