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

Spire 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	$52K	Buy	573 +1	+0.2%	+$88	﹤0.01%	1172
2026 Q1	$45.2K	Buy	572 +2	+0.4%	+$165	﹤0.01%	1196
2025 Q4	$47K	Buy	570 +1	+0.2%	+$82	﹤0.01%	1201
2025 Q3	$45.9K	Buy	569 +2	+0.4%	+$155	﹤0.01%	1269
2025 Q2	$42.5K	Sell	567 -140	-20%	-$9.72K	﹤0.01%	1262
2025 Q1	$48.1K	Sell	707 -219	-24%	-$15.7K	﹤0.01%	1295
2024 Q4	$66.2K	Sell	926 -67	-7%	-$4.82K	﹤0.01%	1173
2024 Q3	$69.5K	Buy	993 +235	+31%	+$15.9K	﹤0.01%	1035
2024 Q2	$50.3K	Sell	758 -313	-29%	-$20K	﹤0.01%	1120
2024 Q1	$68.7K	Hold	1,071	–	–	﹤0.01%	1111
2023 Q4	$63.3K	Sell	1,071 -699	-39%	-$38.2K	﹤0.01%	1123
2023 Q3	$92.9K	Hold	1,770	–	–	﹤0.01%	977
2023 Q2	$96.4K	Sell	1,770 -458	-21%	-$23.6K	﹤0.01%	983
2023 Q1	$112K	Sell	2,228 -3,656	-62%	-$181K	﹤0.01%	934
2022 Q4	$278K	Buy	5,884 +1,588	+37%	+$75.4K	0.02%	477
2022 Q3	$189K	Sell	4,296 -6,403	-60%	-$313K	0.01%	542
2022 Q2	$497K	Sell	10,699 -11,227	-51%	-$567K	0.02%	474
2022 Q1	$1.22M	Sell	21,926 -374	-2%	-$20.5K	0.03%	352
2021 Q4	$1.3M	Sell	22,300 -3,778	-14%	-$214K	0.03%	398
2021 Q3	$1.38M	Buy	26,078 +5	+0%	+$272	0.04%	343
2021 Q2	$1.38M	Sell	26,073 -1,064	-4%	-$55.1K	0.04%	350
2021 Q1	$1.33M	Buy	+27,137	New	+$1.3M	0.04%	369

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

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

Spire Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.17% in Q2 2026, buying an estimated $88 and bringing the position to 573 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Spire Wealth Management first reported a position in SPTM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.38M in Q3 2021. 779 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Spire Wealth Management held 573 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $52K as of Q2 2026.
Spire 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 ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1172 holding.
Spire Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.38M in Q3 2021.
779 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.