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

TD Capital 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 Q1	$11.4M	Buy	144,319 +3,962	+3%	+$327K	1.03%	28
2025 Q4	$11.6M	Buy	140,357 +14,350	+11%	+$1.17M	1.03%	28
2025 Q3	$10.2M	Buy	126,007 +16,041	+15%	+$1.25M	0.92%	30
2025 Q2	$8.24M	Buy	109,966 +21,802	+25%	+$1.51M	0.78%	33
2025 Q1	$6M	Buy	88,164 +14,462	+20%	+$1.04M	0.61%	37
2024 Q4	$5.26M	Buy	73,702 +12,024	+19%	+$865K	0.53%	35
2024 Q3	$4.32M	Buy	61,678 +6,147	+11%	+$415K	0.43%	41
2024 Q2	$3.68M	Buy	55,531 +6,382	+13%	+$409K	0.39%	41
2024 Q1	$3.15M	Buy	49,149 +28,323	+136%	+$1.73M	0.34%	42
2023 Q4	$1.22M	Buy	20,826 +796	+4%	+$43.5K	0.14%	47
2023 Q3	$1.05M	Buy	20,030 +2,499	+14%	+$137K	0.13%	46
2023 Q2	$954K	Buy	17,531 +1,364	+8%	+$70.4K	0.11%	46
2023 Q1	$815K	Buy	+16,167	New	+$798K	0.1%	47

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $8.42B AUM 14.36% 1-Year Est. Return

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

TD Capital Management's SPTM Position: Q1 2026 in Review

TD Capital Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.8% in Q1 2026, buying an estimated $327K and bringing the position to 144,319 shares worth $11.4M. The position accounts for 1.03% of the portfolio, ranked #28.

TD Capital Management first reported a position in SPTM in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.6M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

TD Capital Management held 144,319 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $11.4M as of Q1 2026.
TD Capital Management bought 3,962 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $327K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.03% of TD Capital Management's portfolio in Q1 2026, its #28 holding.
TD Capital Management 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.
TD Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $11.6M in Q4 2025.
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 TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.