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 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	$1.57M	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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sheets Smith Wealth Management's SPTM Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 24% in Q2 2026, buying an estimated $1.34M and bringing the position to 77,837 shares worth $7.07M. The position accounts for 0.71% of the portfolio, ranked #33.

Sheets Smith Wealth Management first reported a position in SPTM in Q1 2020 and has held it in 26 quarters since. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Sheets Smith Wealth Management held 77,837 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $7.07M as of Q2 2026.
Sheets Smith Wealth Management bought 15,260 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.34M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.71% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #33 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 26 quarters since.
777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.