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

Wedbush Securities’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 		$865K Buy
10,942
+764
+8% +$63.1K 0.03% 501
2025
Q4 		$840K Buy
10,178
+1,718
+20% +$140K 0.02% 501
2025
Q3 		$682K Sell
8,460
-3,344
-28% -$260K 0.02% 551
2025
Q2 		$884K Sell
11,804
-129
-1% -$8.95K 0.03% 450
2025
Q1 		$812K Sell
11,933
-643
-5% -$46K 0.03% 444
2024
Q4 		$898K Sell
12,576
-58
-0.5% -$4.17K 0.03% 410
2024
Q3 		$885K Buy
12,634
+990
+9% +$66.9K 0.03% 406
2024
Q2 		$773K Sell
11,644
-974
-8% -$62.4K 0.03% 455
2024
Q1 		$809K Sell
12,618
-1,128
-8% -$68.8K 0.03% 462
2023
Q4 		$803K Sell
13,746
-86
-0.6% -$4.7K 0.04% 392
2023
Q3 		$726K Sell
13,832
-697
-5% -$38.1K 0.04% 397
2023
Q2 		$791K Sell
14,529
-197
-1% -$10.2K 0.04% 382
2023
Q1 		$743K Buy
14,726
+1,468
+11% +$72.5K 0.04% 412
2022
Q4 		$627K Sell
13,258
-1,856
-12% -$88.2K 0.03% 441
2022
Q3 		$667K Buy
15,114
+7,690
+104% +$377K 0.04% 411
2022
Q2 		$345K Sell
7,424
-1,404
-16% -$70.9K 0.02% 684
2022
Q1 		$491K Buy
8,828
+1,984
+29% +$109K 0.02% 592
2021
Q4 		$400K Sell
6,844
-601
-8% -$34K 0.02% 732
2021
Q3 		$395K Buy
7,445
+818
+12% +$44.5K 0.02% 715
2021
Q2 		$351K Buy
6,627
+2
+0% +$103 0.02% 786
2021
Q1 		$326K Buy
6,625
+136
+2% +$6.5K 0.02% 775
2020
Q4 		$299K Buy
+6,489
New +$283K 0.03% 652
2020
Q1 		– Sell
-58,992
Closed -$2.35M – 998
2019
Q4 		$2.35M Sell
58,992
-99
-0.2% -$3.77K 0.21% 104
2019
Q3 		$2.17M Buy
59,091
+5,781
+11% +$212K 0.21% 106
2019
Q2 		$1.94M Buy
53,310
+24,613
+86% +$882K 0.2% 116
2019
Q1 		$1.01M Buy
28,697
+3,947
+16% +$134K 0.11% 220
2018
Q4 		$765K Buy
24,750
+7,949
+47% +$265K 0.1% 244
2018
Q3 		$608K Buy
16,801
+6,550
+64% +$233K 0.07% 324
2018
Q2 		$348K Buy
+10,251
New +$346K 0.04% 504

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 $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Wedbush Securities's SPTM Position: Q1 2026 in Review

Wedbush Securities increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.5% in Q1 2026, buying an estimated $63.1K and bringing the position to 10,942 shares worth $865K. The position accounts for 0.03% of the portfolio, ranked #501.

Wedbush Securities first reported a position in SPTM in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.35M in Q4 2019. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Wedbush Securities held 10,942 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $865K as of Q1 2026.
  • Wedbush Securities bought 764 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $63.1K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Wedbush Securities's portfolio in Q1 2026, its #501 holding.
  • Wedbush Securities first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and has held it in 29 quarters since.
  • Wedbush Securities's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.35M in Q4 2019.
  • 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 Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.