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

Towercrest 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	$1.56M	Sell	19,740 -77	-0.4%	-$6.36K	0.24%	45
2025 Q4	$1.63M	Sell	19,817 -938	-5%	-$76.7K	0.26%	42
2025 Q3	$1.67M	Sell	20,755 -1,015	-5%	-$78.9K	0.27%	41
2025 Q2	$1.63M	Buy	21,770 +605	+3%	+$42K	0.29%	40
2025 Q1	$1.44M	Sell	21,165 -778	-4%	-$55.7K	0.27%	41
2024 Q4	$1.57M	Sell	21,943 -3,847	-15%	-$277K	0.25%	45
2024 Q3	$1.81M	Sell	25,790 -395	-2%	-$26.7K	0.29%	44
2024 Q2	$1.74M	Sell	26,185 -1,174	-4%	-$75.2K	0.29%	44
2024 Q1	$1.76M	Sell	27,359 -1,071	-4%	-$65.4K	0.3%	45
2023 Q4	$1.66M	Buy	28,430 +845	+3%	+$46.1K	0.3%	46
2023 Q3	$1.45M	Sell	27,585 -1,984	-7%	-$108K	0.28%	48
2023 Q2	$1.61M	Buy	29,569 +3,707	+14%	+$191K	0.3%	47
2023 Q1	$1.3M	Sell	25,862 -118	-0.5%	-$5.83K	0.27%	46
2022 Q4	$1.23M	Sell	25,980 -812	-3%	-$38.6K	0.27%	46
2022 Q3	$1.18M	Sell	26,792 -6,740	-20%	-$330K	0.28%	45
2022 Q2	$1.56M	Sell	33,532 -161	-0.5%	-$8.13K	0.35%	42
2022 Q1	$1.87M	Sell	33,693 -2,585	-7%	-$142K	0.37%	43
2021 Q4	$2.12M	Sell	36,278 -1,656	-4%	-$93.7K	0.39%	43
2021 Q3	$2.01M	Sell	37,934 -818	-2%	-$44.5K	0.38%	43
2021 Q2	$2.05M	Sell	38,752 -1,126	-3%	-$58.3K	0.4%	40
2021 Q1	$1.96M	Buy	39,878 +4,152	+12%	+$199K	0.42%	37
2020 Q4	$1.65M	Sell	35,726 -930	-3%	-$40.5K	0.37%	42
2020 Q3	$1.5M	Sell	36,656 -3,824	-9%	-$155K	0.37%	41
2020 Q2	$1.53M	Sell	40,480 -5,559	-12%	-$199K	0.4%	39
2020 Q1	$1.45M	Sell	46,039 -5,608	-11%	-$211K	0.43%	37
2019 Q4	$2.06M	Sell	51,647 -294	-0.6%	-$11.2K	0.53%	35
2019 Q3	$1.91M	Buy	51,941 +1,936	+4%	+$71K	0.53%	35
2019 Q2	$1.82M	Buy	50,005 +7,917	+19%	+$284K	0.52%	34
2019 Q1	$1.48M	Buy	42,088 +488	+1%	+$16.5K	0.43%	38
2018 Q4	$1.29M	Sell	41,600 -747	-2%	-$24.9K	0.41%	40
2018 Q3	$1.53M	Buy	42,347 +18	+0%	+$641	0.45%	42
2018 Q2	$1.44M	Buy	+42,329	New	+$1.43M	0.45%	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

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

Towercrest Capital Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.39% in Q1 2026, selling an estimated $6.36K and leaving 19,740 shares worth $1.56M. The position accounts for 0.24% of the portfolio, ranked #45.

Towercrest Capital Management first reported a position in SPTM in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.12M in Q4 2021. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Towercrest Capital Management held 19,740 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.56M as of Q1 2026.
Towercrest Capital Management sold 77 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $6.36K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.24% of Towercrest Capital Management's portfolio in Q1 2026, its #45 holding.
Towercrest Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and has held it in 32 quarters since.
Towercrest Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.12M in Q4 2021.
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 Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.