Tyler-Stone Wealth Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Tyler-Stone 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
2025 Q2	$2.45M	Buy	32,741 +2,267	+7%	+$157K	0.39%	52
2025 Q1	$2.07M	Buy	30,474 +2,270	+8%	+$162K	0.37%	57
2024 Q4	$2.01M	Buy	28,204 +1,559	+6%	+$112K	0.36%	56
2024 Q3	$1.87M	Buy	26,645 +16,673	+167%	+$1.13M	0.35%	58
2024 Q2	$662K	Buy	9,972 +3,628	+57%	+$232K	0.27%	76
2024 Q1	$407K	Buy	6,344 +466	+8%	+$28.4K	0.18%	115
2023 Q4	$344K	Buy	5,878 +2,158	+58%	+$118K	0.17%	116
2023 Q3	$195K	Buy	3,720 +1,214	+48%	+$66.3K	0.11%	159
2023 Q2	$136K	Buy	+2,506	New	+$129K	0.08%	207

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Tyler-Stone Wealth Management's SPTM Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.4% in Q2 2025, buying an estimated $157K and bringing the position to 32,741 shares worth $2.45M. The position accounts for 0.39% of the portfolio, ranked #52.

Tyler-Stone Wealth Management first reported a position in SPTM in Q2 2023 and has held it in 9 quarters since. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

Tyler-Stone Wealth Management held 32,741 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.45M as of Q2 2025.
Tyler-Stone Wealth Management bought 2,267 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $157K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.39% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #52 holding.
Tyler-Stone Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and has held it in 9 quarters since.
659 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.