Towercrest Capital Management
SPTM icon

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
Q3 		$1.8M Sell
19,546
-1,196
-6% -$110K 0.26% 44
2026
Q2 		$1.88M Buy
20,742
+1,002
+5% +$88.2K 0.26% 41
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% -$25K 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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Keener Financial Planning
Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

Towercrest Capital Management's SPTM Position: Q3 2026 in Review

Towercrest Capital Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.8% in Q3 2026, selling an estimated $110K and leaving 19,546 shares worth $1.8M. The position accounts for 0.26% of the portfolio, ranked #44.

Towercrest Capital Management first reported a position in SPTM in Q2 2018 and has held it in 34 quarters since. The position peaked at $2.12M in Q4 2021. 522 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Towercrest Capital Management held 19,546 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.8M as of Q3 2026.
  • Towercrest Capital Management sold 1,196 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $110K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.26% of Towercrest Capital Management's portfolio in Q3 2026, its #44 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 34 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.
  • 522 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.