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Tempus Wealth Planning’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Tempus Wealth Planning’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 		$8.68M Sell
95,564
-964
-1% -$84.8K 1.7% 11
2026
Q1 		$7.63M Sell
96,528
-1,121
-1% -$92.6K 1.75% 9
2025
Q4 		$8.06M Sell
97,649
-880
-0.9% -$72K 1.85% 10
2025
Q3 		$7.95M Buy
98,529
+286
+0.3% +$22.2K 1.82% 10
2025
Q2 		$7.36M Buy
98,243
+3,565
+4% +$247K 1.83% 10
2025
Q1 		$6.44M Sell
94,678
-2,476
-3% -$177K 1.92% 9
2024
Q4 		$6.94M Buy
97,154
+6,119
+7% +$440K 2.12% 8
2024
Q3 		$6.38M Buy
91,035
+308
+0.3% +$20.8K 2.34% 8
2024
Q2 		$6.02M Sell
90,727
-3,800
-4% -$243K 2.51% 7
2024
Q1 		$6.06M Sell
94,527
-2,662
-3% -$162K 2.67% 6
2023
Q4 		$5.68M Sell
97,189
-5,232
-5% -$286K 2.49% 6
2023
Q3 		$5.38M Buy
102,421
+273
+0.3% +$14.9K 2.7% 6
2023
Q2 		$5.56M Buy
102,148
+1,354
+1% +$69.9K 2.51% 6
2023
Q1 		$5.08M Buy
100,794
+3,934
+4% +$194K 2.48% 7
2022
Q4 		$4.58M Buy
96,860
+40,024
+70% +$1.9M 2.78% 6
2022
Q3 		$2.51M Buy
56,836
+45,911
+420% +$2.25M 1.67% 7
2022
Q2 		$508K Buy
10,925
+20
+0.2% +$1.01K 0.42% 70
2022
Q1 		$606K Buy
10,905
+1,051
+11% +$57.6K 0.43% 63
2021
Q4 		$576K Buy
9,854
+629
+7% +$35.6K 0.31% 86
2021
Q3 		$489K Buy
9,225
+1,255
+16% +$68.3K 0.28% 92
2021
Q2 		$422K Buy
7,970
+907
+13% +$46.9K 0.28% 101
2021
Q1 		$347K Buy
7,063
+2,020
+40% +$96.6K 0.37% 73
2020
Q4 		$232K Sell
5,043
-599
-11% -$26.1K 0.3% 66
2020
Q3 		$231K Buy
+5,642
New +$228K 0.33% 62
2020
Q1 		– Sell
-10,584
Closed -$422K – 74
2019
Q4 		$422K Buy
+10,584
New +$403K 0.37% 40

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tempus Wealth Planning's SPTM Position: Q2 2026 in Review

Tempus Wealth Planning reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1% in Q2 2026, selling an estimated $84.8K and leaving 95,564 shares worth $8.68M. The position accounts for 1.7% of the portfolio, ranked #11.

Tempus Wealth Planning first reported a position in SPTM in Q4 2019 and has held it in 25 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Tempus Wealth Planning held 95,564 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $8.68M as of Q2 2026.
  • Tempus Wealth Planning sold 964 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $84.8K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.7% of Tempus Wealth Planning's portfolio in Q2 2026, its #11 holding.
  • Tempus Wealth Planning first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 25 quarters since.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.