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

Topsail Wealth 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 		$28.1K Hold
355
– – ﹤0.01% 239
2025
Q4 		$29.3K Hold
355
– – ﹤0.01% 222
2025
Q3 		$28.6K Hold
355
– – ﹤0.01% 212
2025
Q2 		$26.6K Hold
355
– – ﹤0.01% 204
2025
Q1 		$24.1K Buy
+355
New +$25.4K ﹤0.01% 194

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

Topsail Wealth Management's SPTM Position: Q1 2026 in Review

Topsail Wealth Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 355 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Topsail Wealth Management first reported a position in SPTM in Q1 2025 and has held it in 5 quarters since. The position peaked at $29.3K in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Topsail Wealth Management held 355 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $28.1K as of Q1 2026.
  • Topsail Wealth Management 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 Topsail Wealth Management's portfolio in Q1 2026, its #239 holding.
  • Topsail Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Topsail Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $29.3K 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 Topsail Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.