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

Sunbelt Securities’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	$197K	Hold	2,486	–	–	0.01%	645
2025 Q4	$205K	Hold	2,486	–	–	0.01%	633
2025 Q3	$200K	Hold	2,486	–	–	0.01%	638
2025 Q2	$178K	Hold	2,486	–	–	0.02%	618
2025 Q1	$169K	Hold	2,486	–	–	0.02%	606
2024 Q4	$178K	Hold	2,486	–	–	0.02%	619
2024 Q3	$174K	Hold	2,486	–	–	0.02%	628
2024 Q2	$165K	Hold	2,486	–	–	0.02%	610
2024 Q1	$159K	Hold	2,486	–	–	0.02%	597
2023 Q4	$145K	Hold	2,486	–	–	0.02%	576
2023 Q3	$130K	Hold	2,486	–	–	0.02%	582
2023 Q2	$135K	Hold	2,486	–	–	0.02%	561
2023 Q1	$124K	Buy	+2,486	New	+$123K	0.02%	533

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

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

Sunbelt Securities's SPTM Position: Q1 2026 in Review

Sunbelt Securities held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 2,486 shares worth $197K. The position accounts for 0.01% of the portfolio, ranked #645.

Sunbelt Securities first reported a position in SPTM in Q1 2023 and has held it in 13 quarters since. The position peaked at $205K in Q4 2025. 748 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Sunbelt Securities held 2,486 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $197K as of Q1 2026.
Sunbelt Securities left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #645 holding.
Sunbelt Securities first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $205K in Q4 2025.
748 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.