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Signet Financial Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Signet Financial 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
Q1 		$646K Sell
8,170
-10
-0.1% -$826 0.07% 193
2025
Q4 		$675K Sell
8,180
-962
-11% -$78.7K 0.08% 188
2025
Q3 		$737K Buy
9,142
+82
+0.9% +$6.37K 0.09% 177
2025
Q2 		$679K Buy
9,060
+1,175
+15% +$81.5K 0.09% 178
2025
Q1 		$536K Sell
7,885
-2,602
-25% -$186K 0.07% 199
2024
Q4 		$749K Buy
10,487
+74
+0.7% +$5.33K 0.1% 164
2024
Q3 		$730K Buy
10,413
+4
+0% +$270 0.09% 170
2024
Q2 		$691K Sell
10,409
-902
-8% -$57.8K 0.09% 169
2024
Q1 		$726K Buy
11,311
+733
+7% +$44.7K 0.1% 171
2023
Q4 		$618K Buy
10,578
+1,012
+11% +$55.3K 0.09% 176
2023
Q3 		$502K Buy
9,566
+157
+2% +$8.58K 0.08% 186
2023
Q2 		$512K Sell
9,409
-148
-2% -$7.64K 0.08% 193
2023
Q1 		$482K Sell
9,557
-612
-6% -$30.2K 0.08% 195
2022
Q4 		$481K Sell
10,169
-874
-8% -$41.5K 0.09% 188
2022
Q3 		$487K Sell
11,043
-1,110
-9% -$54.3K 0.1% 170
2022
Q2 		$565K Sell
12,153
-1,409
-10% -$71.1K 0.11% 157
2022
Q1 		$754K Sell
13,562
-794
-6% -$43.5K 0.13% 146
2021
Q4 		$839K Buy
14,356
+380
+3% +$21.5K 0.13% 140
2021
Q3 		$741K Sell
13,976
-2,355
-14% -$128K 0.13% 141
2021
Q2 		$865K Sell
16,331
-336
-2% -$17.4K 0.3% 63
2021
Q1 		$820K Sell
16,667
-61
-0.4% -$2.92K 0.15% 131
2020
Q4 		$771K Buy
16,728
+608
+4% +$26.5K 0.16% 128
2020
Q3 		$678K Sell
16,120
-939
-6% -$38K 0.15% 131
2020
Q2 		$701K Buy
17,059
+826
+5% +$29.5K 0.16% 119
2020
Q1 		$568K Sell
16,233
-4,159
-20% -$156K 0.13% 140
2019
Q4 		$813K Sell
20,392
-124
-0.6% -$4.73K 0.15% 143
2019
Q3 		$783K Sell
20,516
-1,652
-7% -$60.6K 0.15% 141
2019
Q2 		$832K Buy
22,168
+2,614
+13% +$93.7K 0.17% 140
2019
Q1 		$709K Sell
19,554
-2,560
-12% -$86.6K 0.14% 142
2018
Q4 		$684K Buy
22,114
+8,856
+67% +$296K 0.15% 142
2018
Q3 		$480K Buy
13,258
+3,612
+37% +$129K 0.08% 169
2018
Q2 		$328K Buy
9,646
+5,564
+136% +$188K 0.06% 186
2018
Q1 		$134K Buy
+4,082
New +$138K 0.02% 249

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Signet Financial Management's SPTM Position: Q1 2026 in Review

Signet Financial Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.12% in Q1 2026, selling an estimated $826 and leaving 8,170 shares worth $646K. The position accounts for 0.07% of the portfolio, ranked #193.

Signet Financial Management first reported a position in SPTM in Q1 2018 and has held it in 33 quarters since. The position peaked at $865K in Q2 2021. 745 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Signet Financial Management held 8,170 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $646K as of Q1 2026.
  • Signet Financial Management sold 10 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $826.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of Signet Financial Management's portfolio in Q1 2026, its #193 holding.
  • Signet Financial Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 33 quarters since.
  • Signet Financial Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $865K in Q2 2021.
  • 745 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.