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Vestia Personal Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Vestia Personal 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 		$580K Buy
7,341
+1,235
+20% +$102K 0.27% 50
2025
Q4 		$509K Sell
6,106
-73
-1% -$5.97K 0.26% 50
2025
Q3 		$498K Buy
6,179
+13
+0.2% +$1.01K 0.29% 49
2025
Q2 		$462K Sell
6,166
-400
-6% -$27.8K 0.32% 50
2025
Q1 		$447K Sell
6,566
-10
-0.2% -$716 0.35% 45
2024
Q4 		$470K Sell
6,576
-233
-3% -$16.8K 0.39% 45
2024
Q3 		$477K Buy
6,809
+3
+0% +$203 0.45% 38
2024
Q2 		$452K Buy
+6,806
New +$436K 0.48% 38

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 $58.2B AUM 22.78% 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 $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Vestia Personal Wealth Advisors's SPTM Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 20% in Q1 2026, buying an estimated $102K and bringing the position to 7,341 shares worth $580K. The position accounts for 0.27% of the portfolio, ranked #50.

Vestia Personal Wealth Advisors first reported a position in SPTM in Q2 2024 and has held it in 8 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Vestia Personal Wealth Advisors held 7,341 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $580K as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 1,235 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $102K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.27% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #50 holding.
  • Vestia Personal Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
  • 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 Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.