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

SFMG Wealth Advisors’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	$2.49M	Hold	31,434	–	–	0.17%	63
2025 Q4	$2.59M	Hold	31,434	–	–	0.17%	62
2025 Q3	$2.54M	Hold	31,434	–	–	0.18%	61
2025 Q2	$2.35M	Sell	31,434 -1,351	-4%	-$93.8K	0.18%	63
2025 Q1	$2.23M	Sell	32,785 -4,424	-12%	-$317K	0.18%	67
2024 Q4	$2.66M	Sell	37,209 -398	-1%	-$28.6K	0.21%	61
2024 Q3	$2.63M	Sell	37,607 -985	-3%	-$66.5K	0.21%	57
2024 Q2	$2.56M	Sell	38,592 -2,004	-5%	-$128K	0.22%	57
2024 Q1	$2.6M	Sell	40,596 -1,877	-4%	-$115K	0.22%	58
2023 Q4	$2.48M	Buy	42,473 +2,970	+8%	+$162K	0.23%	58
2023 Q3	$2.07M	Hold	39,503	–	–	0.21%	61
2023 Q2	$2.15M	Sell	39,503 -27,955	-41%	-$1.44M	0.22%	62
2023 Q1	$3.4M	Sell	67,458 -196,242	-74%	-$9.69M	0.37%	37
2022 Q4	$12.5M	Buy	+263,700	New	+$12.5M	1.38%	14

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

SFMG Wealth Advisors's SPTM Position: Q1 2026 in Review

SFMG Wealth Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 31,434 shares worth $2.49M. The position accounts for 0.17% of the portfolio, ranked #63.

SFMG Wealth Advisors first reported a position in SPTM in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.5M in Q4 2022. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

SFMG Wealth Advisors held 31,434 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.49M as of Q1 2026.
SFMG Wealth Advisors left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.17% of SFMG Wealth Advisors's portfolio in Q1 2026, its #63 holding.
SFMG Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
SFMG Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $12.5M in Q4 2022.
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 SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.