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

Stewardship Advisors’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	$1.57M	Sell	17,337 -558	-3%	-$49.1K	0.33%	44
2026 Q1	$1.41M	Hold	17,895	–	–	0.33%	43
2025 Q4	$1.48M	Sell	17,895 -1,028	-5%	-$84.1K	0.34%	42
2025 Q3	$1.53M	Sell	18,923 -707	-4%	-$54.9K	0.36%	41
2025 Q2	$1.47M	Hold	19,630	–	–	0.37%	40
2025 Q1	$1.34M	Hold	19,630	–	–	0.36%	40
2024 Q4	$1.4M	Hold	19,630	–	–	0.39%	41
2024 Q3	$1.38M	Hold	19,630	–	–	0.39%	41
2024 Q2	$1.3M	Sell	19,630 -1,035	-5%	-$66.3K	0.43%	35
2024 Q1	$1.33M	Hold	20,665	–	–	0.45%	42
2023 Q4	$1.21M	Hold	20,665	–	–	0.44%	31
2023 Q3	$1.08M	Hold	20,665	–	–	0.42%	32
2023 Q2	$1.13M	Hold	20,665	–	–	0.42%	31
2023 Q1	$1.04M	Sell	20,665 -204	-1%	-$10.1K	0.4%	30
2022 Q4	$987K	Sell	20,869 -110	-0.5%	-$5.23K	0.4%	34
2022 Q3	$925K	Buy	20,979 +314	+2%	+$15.4K	0.4%	32
2022 Q2	$961K	Buy	20,665 +1,521	+8%	+$76.8K	0.4%	32
2022 Q1	$1.06M	Sell	19,144 -275	-1%	-$15.1K	0.39%	33
2021 Q4	$1.14M	Sell	19,419 -867	-4%	-$49.1K	0.41%	34
2021 Q3	$1.07M	Sell	20,286 -31,755	-61%	-$1.73M	0.41%	32
2021 Q2	$2.76M	Sell	52,041 -8,810	-14%	-$456K	1.03%	31
2021 Q1	$2.99M	Sell	60,851 -9,165	-13%	-$438K	1.18%	24
2020 Q4	$3.23M	Sell	70,016 -220,575	-76%	-$9.61M	1.31%	22
2020 Q3	$12.4M	Sell	290,591 -147,636	-34%	-$5.98M	6.18%	5
2020 Q2	$16.6M	Buy	438,227 +13,905	+3%	+$497K	9.18%	3
2020 Q1	$13.3M	Sell	424,322 -19,212	-4%	-$723K	8.67%	3
2019 Q4	$17.7M	Buy	+443,534	New	+$16.9M	11.11%	1

Other funds holding SPTM

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

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Stewardship Advisors's SPTM Position: Q2 2026 in Review

Stewardship Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.1% in Q2 2026, selling an estimated $49.1K and leaving 17,337 shares worth $1.57M. The position accounts for 0.33% of the portfolio, ranked #44.

Stewardship Advisors first reported a position in SPTM in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.7M in Q4 2019. 183 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Stewardship Advisors held 17,337 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.57M as of Q2 2026.
Stewardship Advisors sold 558 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $49.1K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.33% of Stewardship Advisors's portfolio in Q2 2026, its #44 holding.
Stewardship Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
Stewardship Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $17.7M in Q4 2019.
183 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.