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

SpringVest 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	$630K	Sell	6,934 -12	-0.2%	-$1.06K	0.4%	40
2026 Q1	$549K	Hold	6,946	–	–	0.38%	38
2025 Q4	$573K	Hold	6,946	–	–	0.4%	35
2025 Q3	$560K	Hold	6,946	–	–	0.41%	38
2025 Q2	$520K	Buy	6,946 +4	+0.1%	+$278	0.42%	38
2025 Q1	$472K	Buy	6,942 +11	+0.2%	+$787	0.39%	39
2024 Q4	$495K	Buy	+6,931	New	+$499K	0.42%	38

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

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

SpringVest Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.17% in Q2 2026, selling an estimated $1.06K and leaving 6,934 shares worth $630K. The position accounts for 0.4% of the portfolio, ranked #40.

SpringVest Wealth Management first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

SpringVest Wealth Management held 6,934 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $630K as of Q2 2026.
SpringVest Wealth Management sold 12 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.06K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.4% of SpringVest Wealth Management's portfolio in Q2 2026, its #40 holding.
SpringVest Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
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 SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.