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

Sheets Smith 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 Q3	$7.7M	Buy	83,684 +5,847	+8%	+$539K	0.8%	25
2026 Q2	$7.07M	Buy	77,837 +15,260	+24%	+$1.34M	0.71%	33
2026 Q1	$4.95M	Buy	62,577 +17,149	+38%	+$1.42M	0.56%	45
2025 Q4	$3.75M	Buy	45,428 +752	+2%	+$61.5K	0.41%	57
2025 Q3	$3.6M	Buy	44,676 +2,325	+5%	+$181K	0.41%	59
2025 Q2	$3.17M	Buy	42,351 +295	+0.7%	+$20.5K	0.37%	67
2025 Q1	$2.86M	Buy	42,056 +2,543	+6%	+$182K	0.36%	69
2024 Q4	$2.82M	Buy	39,513 +10,760	+37%	+$774K	0.34%	72
2024 Q3	$2.01M	Sell	28,753 -104	-0.4%	-$7.02K	0.25%	98
2024 Q2	$1.91M	Buy	28,857 +1,863	+7%	+$119K	0.23%	104
2024 Q1	$1.73M	Sell	26,994 -243	-0.9%	-$14.8K	0.19%	115
2023 Q4	$1.59M	Sell	27,237 -975	-3%	-$53.2K	0.23%	102
2023 Q3	$1.48M	Sell	28,212 -1,849	-6%	-$101K	0.23%	103
2023 Q2	$1.64M	Sell	30,061 -2,779	-8%	-$143K	0.24%	98
2023 Q1	$1.66M	Sell	32,840 -42	-0.1%	-$2.07K	0.25%	91
2022 Q4	$1.56M	Sell	32,882 -2,829	-8%	-$134K	0.24%	96
2022 Q3	$1.58M	Buy	35,711 +1,704	+5%	+$83.4K	0.26%	90
2022 Q2	$1.58M	Buy	34,007 +8,948	+36%	+$452K	0.26%	90
2022 Q1	$1.39M	Sell	25,059 -5,763	-19%	-$316K	0.19%	115
2021 Q4	$1.8M	Sell	30,822 -42,593	-58%	-$2.41M	0.22%	105
2021 Q3	$3.89M	Buy	73,415 +774	+1%	+$42.1K	0.53%	50
2021 Q2	$3.85M	Buy	72,641 +12,952	+22%	+$670K	0.52%	50
2021 Q1	$2.94M	Buy	59,689 +7,329	+14%	+$350K	0.43%	63
2020 Q4	$2.41M	Buy	52,360 +4,004	+8%	+$175K	0.36%	75
2020 Q3	$1.98M	Buy	48,356 +53	+0.1%	+$2.15K	0.34%	74
2020 Q2	$1.82M	Buy	48,303 +1,299	+3%	+$46.5K	0.37%	73
2020 Q1	$1.48M	Buy	+47,004	New	+$1.77M	0.31%	81

Other funds holding SPTM

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 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

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

VAMG

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

WFS

Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

FPFC

Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

Sheets Smith Wealth Management's SPTM Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.5% in Q3 2026, buying an estimated $539K and bringing the position to 83,684 shares worth $7.7M. The position accounts for 0.8% of the portfolio, ranked #25.

Sheets Smith Wealth Management first reported a position in SPTM in Q1 2020 and has held it in 27 quarters since. 136 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Sheets Smith Wealth Management held 83,684 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $7.7M as of Q3 2026.
Sheets Smith Wealth Management bought 5,847 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $539K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.8% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #25 holding.
Sheets Smith Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and has held it in 27 quarters since.
136 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.