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

Sharper & Granite’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	$2.09M	Sell	22,969 -617	-3%	-$54.3K	0.65%	47
2026 Q1	$1.86M	Sell	23,586 -2,468	-9%	-$204K	0.64%	47
2025 Q4	$2.15M	Sell	26,054 -145	-0.6%	-$11.9K	0.76%	39
2025 Q3	$2.11M	Buy	26,199 +5,590	+27%	+$434K	0.76%	42
2025 Q2	$1.55M	Buy	20,609 +398	+2%	+$27.6K	0.59%	49
2025 Q1	$1.37M	Sell	20,211 -103	-0.5%	-$7.37K	0.57%	53
2024 Q4	$1.45M	Buy	20,314 +98	+0.5%	+$7.05K	0.64%	47
2024 Q3	$1.42M	Sell	20,216 -1,232	-6%	-$83.2K	0.63%	48
2024 Q2	$1.42M	Sell	21,448 -1,958	-8%	-$125K	0.68%	44
2024 Q1	$1.49M	Buy	23,406 +63	+0.3%	+$3.84K	0.72%	42
2023 Q4	$1.36M	Buy	23,343 +580	+3%	+$31.7K	0.71%	43
2023 Q3	$1.19M	Buy	22,763 +2,035	+10%	+$111K	0.69%	44
2023 Q2	$1.13M	Sell	20,728 -894	-4%	-$46.1K	0.65%	49
2023 Q1	$1.09M	Sell	21,622 -1,759	-8%	-$86.9K	0.65%	49
2022 Q4	$1.11M	Buy	+23,381	New	+$1.11M	0.74%	45

Other funds holding SPTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Sharper & Granite's SPTM Position: Q2 2026 in Review

Sharper & Granite reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.6% in Q2 2026, selling an estimated $54.3K and leaving 22,969 shares worth $2.09M. The position accounts for 0.65% of the portfolio, ranked #47.

Sharper & Granite first reported a position in SPTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.15M in Q4 2025. 153 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Sharper & Granite held 22,969 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.09M as of Q2 2026.
Sharper & Granite sold 617 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $54.3K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.65% of Sharper & Granite's portfolio in Q2 2026, its #47 holding.
Sharper & Granite first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Sharper & Granite's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.15M in Q4 2025.
153 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.