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Vertex Planning Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Vertex Planning Partners’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 		$771K Sell
9,746
-573
-6% -$47.3K 0.15% 63
2025
Q4 		$851K Sell
10,319
-182
-2% -$14.9K 0.2% 55
2025
Q3 		$847K Sell
10,501
-1,091
-9% -$84.8K 0.16% 81
2025
Q2 		$868K Buy
11,592
+452
+4% +$31.4K 0.18% 72
2025
Q1 		$758K Sell
11,140
-696
-6% -$49.8K 0.17% 76
2024
Q4 		$845K Buy
11,836
+934
+9% +$67.2K 0.19% 71
2024
Q3 		$764K Buy
10,902
+246
+2% +$16.6K 0.18% 63
2024
Q2 		$707K Sell
10,656
-338
-3% -$21.6K 0.18% 62
2024
Q1 		$705K Buy
10,994
+1,015
+10% +$61.9K 0.2% 60
2023
Q4 		$583K Buy
9,979
+2,925
+41% +$160K 0.17% 68
2023
Q3 		$370K Buy
7,054
+432
+7% +$23.6K 0.13% 88
2023
Q2 		$361K Buy
6,622
+221
+3% +$11.4K 0.12% 86
2023
Q1 		$323K Sell
6,401
-2,353
-27% -$116K 0.12% 86
2022
Q4 		$414K Buy
+8,754
New +$416K 0.16% 82

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
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 $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Vertex Planning Partners's SPTM Position: Q1 2026 in Review

Vertex Planning Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.6% in Q1 2026, selling an estimated $47.3K and leaving 9,746 shares worth $771K. The position accounts for 0.15% of the portfolio, ranked #63.

Vertex Planning Partners first reported a position in SPTM in Q4 2022 and has held it in 14 quarters since. The position peaked at $868K in Q2 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Vertex Planning Partners held 9,746 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $771K as of Q1 2026.
  • Vertex Planning Partners sold 573 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $47.3K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.15% of Vertex Planning Partners's portfolio in Q1 2026, its #63 holding.
  • Vertex Planning Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
  • Vertex Planning Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $868K in Q2 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 Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.