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

Wedmont Private Capital’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	–	Sell	-4,676	Closed	-$391K	–	877
2025 Q4	$391K	Hold	4,676	–	–	0.01%	557
2025 Q3	$379K	Hold	4,676	–	–	0.01%	550
2025 Q2	$354K	Hold	4,676	–	–	0.02%	524
2025 Q1	$303K	Hold	4,676	–	–	0.02%	522
2024 Q4	$331K	Hold	4,676	–	–	0.02%	508
2024 Q3	$324K	Hold	4,676	–	–	0.02%	496
2024 Q2	$319K	Hold	4,676	–	–	0.02%	482
2024 Q1	$298K	Hold	4,676	–	–	0.02%	453
2023 Q4	$273K	Buy	+4,676	New	+$255K	0.02%	450

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

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

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

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

Wedmont Private Capital's SPTM Position: Q1 2026 in Review

Wedmont Private Capital sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2026, closing a stake of 4,676 shares — an estimated $391K sold.

Wedmont Private Capital first reported a position in SPTM in Q4 2023 and held it in 9 quarters. The position peaked at $391K in Q4 2025. 750 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Wedmont Private Capital reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2026 after selling out during the quarter.
Wedmont Private Capital sold 4,676 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $391K.
Wedmont Private Capital first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and held it in 9 quarters.
Wedmont Private Capital's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $391K in Q4 2025.
750 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Wedmont Private Capital's 13F filing for Q1 2026, filed 9 Apr 2026.