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

Vawter Financial’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	$429K	Hold	5,431	–	–	0.18%	71
2025 Q4	$448K	Hold	5,431	–	–	0.19%	71
2025 Q3	$438K	Buy	+5,431	New	+$422K	0.2%	73
2025 Q2	–	Sell	-5,626	Closed	-$383K	–	91
2025 Q1	$383K	Sell	5,626 -72	-1%	-$5.15K	0.21%	67
2024 Q4	$407K	Sell	5,698 -121	-2%	-$8.71K	0.24%	61
2024 Q3	$408K	Hold	5,819	–	–	0.25%	58
2024 Q2	$386K	Sell	5,819 -210	-3%	-$13.4K	0.27%	57
2024 Q1	$387K	Sell	6,029 -230	-4%	-$14K	0.28%	52
2023 Q4	$366K	Sell	6,259 -58	-0.9%	-$3.17K	0.29%	48
2023 Q3	$332K	Sell	6,317 -733	-10%	-$40.1K	0.38%	47
2023 Q2	$384K	Buy	+7,050	New	+$364K	0.33%	47

Other funds holding SPTM

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

AssetMark Inc Concord, California $49B AUM 17.78% 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 $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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

Vawter Financial's SPTM Position: Q1 2026 in Review

Vawter Financial held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 5,431 shares worth $429K. The position accounts for 0.18% of the portfolio, ranked #71.

Vawter Financial first reported a position in SPTM in Q2 2023 and has held it in 11 quarters since. The position peaked at $448K in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Vawter Financial held 5,431 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $429K as of Q1 2026.
Vawter Financial left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.18% of Vawter Financial's portfolio in Q1 2026, its #71 holding.
Vawter Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and has held it in 11 quarters since.
Vawter Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $448K in Q4 2025.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.