Truepoint Inc’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Truepoint Inc’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	$224K	Buy	+2,472	New	+$218K	﹤0.01%	150
2026 Q1	–	Sell	-2,491	Closed	-$206K	–	155
2025 Q4	$206K	Sell	2,491 -3,000	-55%	-$245K	﹤0.01%	142
2025 Q3	$443K	Hold	5,491	–	–	0.01%	103
2025 Q2	$411K	Hold	5,491	–	–	0.01%	105
2025 Q1	$373K	Sell	5,491 -63	-1%	-$4.51K	0.01%	102
2024 Q4	$397K	Sell	5,554 -123	-2%	-$8.85K	0.01%	100
2024 Q3	$398K	Buy	5,677 +186	+3%	+$12.6K	0.01%	103
2024 Q2	$364K	Hold	5,491	–	–	0.01%	96
2024 Q1	$352K	Hold	5,491	–	–	0.01%	102
2023 Q4	$321K	Hold	5,491	–	–	0.01%	161
2023 Q3	$288K	Sell	5,491 -14	-0.3%	-$765	0.01%	151
2023 Q2	$300K	Buy	+5,505	New	+$284K	0.01%	122
2020 Q1	–	Sell	-5,908	Closed	-$235K	–	103
2019 Q4	$235K	Buy	5,908 +60	+1%	+$2.29K	0.02%	110
2019 Q3	$215K	Buy	5,848 +310	+6%	+$11.4K	0.02%	104
2019 Q2	$202K	Buy	+5,538	New	+$198K	0.02%	117

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

Truepoint Inc's SPTM Position: Q2 2026 in Review

Truepoint Inc opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 2,472 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #150 among its holdings. This is a return to the name: Truepoint Inc previously reported a position in SPTM as recently as Q4 2025.

Truepoint Inc first reported a position in SPTM in Q2 2019 and has held it in 15 quarters since. The position peaked at $443K in Q3 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Truepoint Inc held 2,472 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $224K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Truepoint Inc position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Truepoint Inc's portfolio in Q2 2026, its #150 holding.
Truepoint Inc first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2019 and has held it in 15 quarters since.
Truepoint Inc's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $443K in Q3 2025.
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 Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.