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

Tower View 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	$9.28K	Hold	102	–	–	﹤0.01%	154
2026 Q1	$8.05K	Hold	102	–	–	﹤0.01%	154
2025 Q4	$8.38K	Buy	102 +1	+1%	+$82	﹤0.01%	139
2025 Q3	$8.17K	Hold	101	–	–	﹤0.01%	132
2025 Q2	$7.56K	Hold	101	–	–	﹤0.01%	150
2025 Q1	$6.85K	Buy	101 +1	+1%	+$72	﹤0.01%	142
2024 Q4	$7.17K	Hold	100	–	–	﹤0.01%	139
2024 Q3	$7.01K	Hold	100	–	–	﹤0.01%	149
2024 Q2	$6.63K	Hold	100	–	–	﹤0.01%	146
2024 Q1	$6.42K	Buy	+100	New	+$6.1K	﹤0.01%	149

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

Tower View Wealth Management's SPTM Position: Q2 2026 in Review

Tower View Wealth Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 102 shares worth $9.28K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

Tower View Wealth Management first reported a position in SPTM in Q1 2024 and has held it in 10 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Tower View Wealth Management held 102 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $9.28K as of Q2 2026.
Tower View 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 Tower View Wealth Management's portfolio in Q2 2026, its #154 holding.
Tower View Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 10 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 Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.