SB
SPTM icon

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

Strategic Blueprint’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
Q1 		$1.5M Buy
18,969
+4
+0% +$330 0.09% 225
2025
Q4 		$1.56M Sell
18,965
-483
-2% -$39.5K 0.09% 211
2025
Q3 		$1.57M Sell
19,448
-108
-0.6% -$8.39K 0.07% 249
2025
Q2 		$1.46M Sell
19,556
-42
-0.2% -$2.92K 0.07% 237
2025
Q1 		$1.33M Sell
19,598
-125
-0.6% -$8.95K 0.07% 233
2024
Q4 		$1.41M Buy
19,723
+36
+0.2% +$2.59K 0.08% 201
2024
Q3 		$1.38M Sell
19,687
-617
-3% -$41.7K 0.09% 199
2024
Q2 		$1.35M Buy
20,304
+101
+0.5% +$6.47K 0.09% 197
2024
Q1 		$1.3M Sell
20,203
-129
-0.6% -$7.87K 0.09% 205
2023
Q4 		$1.19M Sell
20,332
-460
-2% -$25.1K 0.1% 203
2023
Q3 		$1.09M Buy
20,792
+5
+0% +$273 0.1% 191
2023
Q2 		$1.13M Buy
20,787
+295
+1% +$15.2K 0.11% 177
2023
Q1 		$1.03M Sell
20,492
-1,958
-9% -$96.7K 0.11% 184
2022
Q4 		$1.06M Sell
22,450
-1,786
-7% -$84.9K 0.12% 175
2022
Q3 		$1.07M Sell
24,236
-513
-2% -$25.1K 0.13% 170
2022
Q2 		$1.15M Buy
24,749
+158
+0.6% +$7.98K 0.14% 160
2022
Q1 		$1.37M Sell
24,591
-113
-0.5% -$6.2K 0.16% 134
2021
Q4 		$1.44M Sell
24,704
-238
-1% -$13.5K 0.18% 118
2021
Q3 		$1.32M Sell
24,942
-1,261
-5% -$68.6K 0.21% 108
2021
Q2 		$1.39M Sell
26,203
-1,511
-5% -$78.2K 0.22% 99
2021
Q1 		$1.36M Sell
27,714
-828
-3% -$39.6K 0.29% 76
2020
Q4 		$1.31M Sell
28,542
-9,041
-24% -$394K 0.33% 65
2020
Q3 		$1.54M Sell
37,583
-11,125
-23% -$451K 0.48% 55
2020
Q2 		$1.84M Sell
48,708
-82,408
-63% -$2.95M 0.65% 47
2020
Q1 		$4.12M Sell
131,116
-76,784
-37% -$2.89M 2.41% 11
2019
Q4 		$8.29M Buy
207,900
+39,394
+23% +$1.5M 5.69% 3
2019
Q3 		$6.19M Buy
168,506
+13,454
+9% +$493K 4.66% 3
2019
Q2 		$5.65M Buy
155,052
+19,264
+14% +$690K 4.82% 3
2019
Q1 		$4.78M Buy
135,788
+85,828
+172% +$2.9M 4.33% 3
2018
Q4 		$1.54M Buy
+49,960
New +$1.67M 2.24% 17

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Strategic Blueprint's SPTM Position: Q1 2026 in Review

Strategic Blueprint increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.02% in Q1 2026, buying an estimated $330 and bringing the position to 18,969 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #225.

Strategic Blueprint first reported a position in SPTM in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.29M in Q4 2019. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Strategic Blueprint held 18,969 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.5M as of Q1 2026.
  • Strategic Blueprint bought 4 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $330.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.09% of Strategic Blueprint's portfolio in Q1 2026, its #225 holding.
  • Strategic Blueprint first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Blueprint's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $8.29M in Q4 2019.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.