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

Spartan Planning & 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	$15.1M	Buy	166,207 +25,973	+19%	+$2.29M	10.04%	1
2026 Q1	$11.1M	Sell	140,234 -71,697	-34%	-$5.92M	8.2%	2
2025 Q4	$17.5M	Buy	211,931 +10,549	+5%	+$863K	12.9%	1
2025 Q3	$16.2M	Buy	201,382 +3,336	+2%	+$259K	12.68%	1
2025 Q2	$14.8M	Buy	198,046 +75,254	+61%	+$5.22M	12.7%	1
2025 Q1	$8.35M	Sell	122,792 -59,085	-32%	-$4.23M	8.09%	2
2024 Q4	$13M	Buy	+181,877	New	+$13.1M	11.87%	1
2023 Q4	$8.54M	Buy	146,154 +57,496	+65%	+$3.14M	9.1%	1
2023 Q3	$4.65M	Buy	+88,658	New	+$4.85M	5.45%	4
2022 Q4	$2.23M	Buy	47,216 +2,609	+6%	+$124K	2.78%	7
2022 Q3	$1.97M	Buy	44,607 +4,942	+12%	+$242K	2.58%	6
2022 Q2	$1.84M	Sell	39,665 -118,272	-75%	-$5.97M	2.46%	4
2022 Q1	$8.78M	Buy	+157,937	New	+$8.66M	10.98%	1

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

Spartan Planning & Wealth Management's SPTM Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 19% in Q2 2026, buying an estimated $2.29M and bringing the position to 166,207 shares worth $15.1M. The position accounts for 10.04% of the portfolio, ranked #1.

Spartan Planning & Wealth Management first reported a position in SPTM in Q1 2022 and has held it in 13 quarters since. The position peaked at $17.5M in Q4 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Spartan Planning & Wealth Management held 166,207 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $15.1M as of Q2 2026.
Spartan Planning & Wealth Management bought 25,973 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $2.29M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 10.04% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #1 holding.
Spartan Planning & Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022 and has held it in 13 quarters since.
Spartan Planning & Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $17.5M in Q4 2025.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.