Squire Investment Management Company’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Squire Investment Management Company’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	$1.14M	Hold	12,506	–	–	0.27%	44
2026 Q1	$989K	Hold	12,506	–	–	0.27%	42
2025 Q4	$1.03M	Hold	12,506	–	–	0.31%	42
2025 Q3	$1.01M	Sell	12,506 -3	-0%	-$233	0.33%	42
2025 Q2	$937K	Buy	12,509 +5,461	+77%	+$379K	0.35%	37
2025 Q1	$479K	Hold	7,048	–	–	0.2%	49
2024 Q4	$503K	Hold	7,048	–	–	0.22%	50
2024 Q3	$494K	Hold	7,048	–	–	0.23%	47
2024 Q2	$468K	Hold	7,048	–	–	0.27%	42
2024 Q1	$452K	Buy	7,048 +1	+0%	+$61	0.28%	42
2023 Q4	$412K	Buy	+7,047	New	+$385K	0.34%	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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KFP

Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

Squire Investment Management Company's SPTM Position: Q2 2026 in Review

Squire Investment Management Company held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 12,506 shares worth $1.14M. The position accounts for 0.27% of the portfolio, ranked #44.

Squire Investment Management Company first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. 637 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Squire Investment Management Company held 12,506 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.14M as of Q2 2026.
Squire Investment Management Company left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.27% of Squire Investment Management Company's portfolio in Q2 2026, its #44 holding.
Squire Investment Management Company first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
637 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.