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

Simplicity Wealth’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	$359K	Buy	+3,951	New	+$348K	0.01%	767
2025 Q3	–	Sell	-5,406	Closed	-$405K	–	738
2025 Q2	$405K	Buy	+5,406	New	+$375K	0.02%	504
2025 Q1	–	Sell	-18,746	Closed	-$1.34M	–	604
2024 Q4	$1.34M	Sell	18,746 -1,427	-7%	-$103K	0.28%	67
2024 Q3	$1.41M	Sell	20,173 -26,394	-57%	-$1.78M	0.13%	145
2024 Q2	$3.09M	Buy	46,567 +487	+1%	+$31.2K	0.07%	267
2024 Q1	$2.96M	Buy	46,080 +40,886	+787%	+$2.49M	0.07%	270
2023 Q4	$304K	Buy	5,194 +1,298	+33%	+$70.9K	0.12%	138
2023 Q3	$205K	Buy	+3,896	New	+$213K	0.12%	89

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

Simplicity Wealth's SPTM Position: Q2 2026 in Review

Simplicity Wealth opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 3,951 shares worth $359K. The stake represents 0.01% of the portfolio and ranks #767 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in SPTM as recently as Q2 2025.

Simplicity Wealth first reported a position in SPTM in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.09M in Q2 2024. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Simplicity Wealth held 3,951 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $359K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Simplicity Wealth position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #767 holding.
Simplicity Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2023 and has held it in 8 quarters since.
Simplicity Wealth's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.09M in Q2 2024.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.