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

Sherman 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 		$407K Buy
4,483
+1
+0% +$88 0.31% 54
2026
Q1 		$354K Sell
4,482
-54
-1% -$4.46K 0.3% 54
2025
Q4 		$374K Buy
+4,536
New +$371K 0.33% 54

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
Wealth Enhancement Advisory Services
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
KFP
Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

Sherman Wealth Management's SPTM Position: Q2 2026 in Review

Sherman Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.02% in Q2 2026, buying an estimated $88 and bringing the position to 4,483 shares worth $407K. The position accounts for 0.31% of the portfolio, ranked #54.

Sherman Wealth Management first reported a position in SPTM in Q4 2025 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Sherman Wealth Management held 4,483 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $407K as of Q2 2026.
  • Sherman Wealth Management bought 1 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share in Q2 2026, an estimated $88.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.31% of Sherman Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Sherman Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 561 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.