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

SHP 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 		$135K Sell
1,484
-39
-3% -$3.43K 0.01% 369
2026
Q1 		$120K Buy
1,523
+39
+3% +$3.22K 0.01% 352
2025
Q4 		$122K Buy
+1,484
New +$121K 0.01% 323

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
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SHP Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.6% in Q2 2026, selling an estimated $3.43K and leaving 1,484 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #369.

SHP Wealth Management first reported a position in SPTM in Q4 2025 and has held it in 3 quarters since. 780 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • SHP Wealth Management held 1,484 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $135K as of Q2 2026.
  • SHP Wealth Management sold 39 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $3.43K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #369 holding.
  • SHP 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.
  • 780 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.