U.S. Capital Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

U.S. Capital Wealth Advisors’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	$991K	Buy	12,538 +494	+4%	+$40.8K	0.02%	518
2025 Q4	$994K	Buy	12,044 +1,111	+10%	+$90.8K	0.03%	491
2025 Q3	$882K	Buy	10,933 +1,326	+14%	+$103K	0.02%	498
2025 Q2	$719K	Buy	9,607 +553	+6%	+$38.4K	0.02%	511
2025 Q1	$616K	Buy	9,054 +2	+0%	+$143	0.02%	538
2024 Q4	$647K	Hold	9,052	–	–	0.02%	508
2024 Q3	$634K	Hold	9,052	–	–	0.02%	424
2024 Q2	$601K	Hold	9,052	–	–	0.02%	420
2024 Q1	$581K	Hold	9,052	–	–	0.02%	433
2023 Q4	$529K	Hold	9,052	–	–	0.02%	442
2023 Q3	$475K	Hold	9,052	–	–	0.02%	442
2023 Q2	$493K	Sell	9,052 -5,601	-38%	-$289K	0.02%	446
2023 Q1	$739K	Sell	14,653 -28,006	-66%	-$1.38M	0.03%	361
2022 Q4	$2.02M	Hold	42,659	–	–	0.09%	202
2022 Q3	$1.88M	Hold	42,659	–	–	0.1%	198
2022 Q2	$1.98M	Buy	42,659 +650	+2%	+$32.8K	0.09%	219
2022 Q1	$2.33M	Hold	42,009	–	–	0.09%	223
2021 Q4	$2.46M	Hold	42,009	–	–	0.1%	225
2021 Q3	$2.23M	Buy	+42,009	New	+$2.29M	0.1%	230

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 $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 $9.42B AUM 17.63% 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

U.S. Capital Wealth Advisors's SPTM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.1% in Q1 2026, buying an estimated $40.8K and bringing the position to 12,538 shares worth $991K. The position accounts for 0.02% of the portfolio, ranked #518.

U.S. Capital Wealth Advisors first reported a position in SPTM in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.46M in Q4 2021. 744 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

U.S. Capital Wealth Advisors held 12,538 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $991K as of Q1 2026.
U.S. Capital Wealth Advisors bought 494 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $40.8K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #518 holding.
U.S. Capital Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.46M in Q4 2021.
744 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.