Wall Capital Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Wall Capital Group’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 Q2	$22.3M	Sell	245,135 -30,830	-11%	-$2.71M	18.22%	2
2026 Q1	$21.8M	Buy	275,965 +78,650	+40%	+$6.5M	23.29%	2
2025 Q4	$16.3M	Buy	+197,315	New	+$16.1M	15.5%	2
2023 Q4	$10.2M	Buy	173,751 +8,821	+5%	+$482K	11.51%	1
2023 Q3	$8.76M	Buy	164,930 +123,458	+298%	+$6.75M	12.45%	1
2023 Q2	$2.27M	Buy	41,472 +7,160	+21%	+$369K	2.44%	13
2023 Q1	$1.73M	Buy	34,312 +6,827	+25%	+$337K	2.1%	14
2022 Q4	$1.35M	Buy	27,485 +5,561	+25%	+$264K	1.86%	10
2022 Q3	$975K	Buy	+21,924	New	+$1.07M	0.93%	12

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 $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wall Capital Group's SPTM Position: Q2 2026 in Review

Wall Capital Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 11% in Q2 2026, selling an estimated $2.71M and leaving 245,135 shares worth $22.3M. The position accounts for 18.22% of the portfolio, ranked #2.

Wall Capital Group first reported a position in SPTM in Q3 2022 and has held it in 9 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Wall Capital Group held 245,135 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $22.3M as of Q2 2026.
Wall Capital Group sold 30,830 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $2.71M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 18.22% of Wall Capital Group's portfolio in Q2 2026, its #2 holding.
Wall Capital Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and has held it in 9 quarters since.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Wall Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.