Trust Company of Toledo’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Trust Company of Toledo’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	$54.3K	Sell	598 -11	-2%	-$968	﹤0.01%	463
2026 Q1	$48.1K	Hold	609	–	–	﹤0.01%	447
2025 Q4	$50.2K	Hold	609	–	–	0.01%	429
2025 Q3	$49.1K	Hold	609	–	–	﹤0.01%	432
2025 Q2	$45.6K	Buy	+609	New	+$42.3K	0.01%	425

Other funds holding SPTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Trust Company of Toledo's SPTM Position: Q2 2026 in Review

Trust Company of Toledo reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.8% in Q2 2026, selling an estimated $968 and leaving 598 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Trust Company of Toledo first reported a position in SPTM in Q2 2025 and has held it in 5 quarters since. 305 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Trust Company of Toledo held 598 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $54.3K as of Q2 2026.
Trust Company of Toledo sold 11 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $968.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #463 holding.
Trust Company of Toledo first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
305 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.