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 Q2	$32.2K	Hold	355	–	–	﹤0.01%	237
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 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

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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Topsail Wealth Management's SPTM Position: Q2 2026 in Review

Topsail Wealth Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 355 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Topsail Wealth Management first reported a position in SPTM in Q1 2025 and has held it in 6 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Topsail Wealth Management held 355 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $32.2K as of Q2 2026.
Topsail Wealth Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Topsail Wealth Management's portfolio in Q2 2026, its #237 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 6 quarters since.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.