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

Washburn Capital Management’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	$379K	Hold	4,175	–	–	0.19%	39
2026 Q1	$330K	Hold	4,175	–	–	0.19%	43
2025 Q4	$344K	Hold	4,175	–	–	0.19%	41
2025 Q3	$337K	Hold	4,175	–	–	0.19%	41
2025 Q2	$313K	Hold	4,175	–	–	0.18%	41
2025 Q1	$284K	Hold	4,175	–	–	0.19%	40
2024 Q4	$298K	Hold	4,175	–	–	0.18%	38
2024 Q3	$293K	Hold	4,175	–	–	0.21%	35
2024 Q2	$277K	Hold	4,175	–	–	0.2%	35
2024 Q1	$268K	Hold	4,175	–	–	0.2%	36
2023 Q4	$244K	Buy	+4,175	New	+$228K	0.18%	41

Other funds holding SPTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Washburn Capital Management's SPTM Position: Q2 2026 in Review

Washburn Capital Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 4,175 shares worth $379K. The position accounts for 0.19% of the portfolio, ranked #39.

Washburn Capital Management first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. 314 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Washburn Capital Management held 4,175 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $379K as of Q2 2026.
Washburn Capital Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.19% of Washburn Capital Management's portfolio in Q2 2026, its #39 holding.
Washburn Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.