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

Westside Investment 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	$2.71M	Sell	29,873 -80	-0.3%	-$7.04K	0.36%	69
2026 Q1	$2.37M	Sell	29,953 -722	-2%	-$59.6K	0.36%	71
2025 Q4	$2.53M	Buy	30,675 +70	+0.2%	+$5.72K	0.4%	61
2025 Q3	$2.47M	Buy	30,605 +345	+1%	+$26.8K	0.39%	60
2025 Q2	$2.27M	Buy	30,260 +1,476	+5%	+$102K	0.42%	62
2025 Q1	$1.96M	Buy	28,784 +1	+0%	+$72	0.42%	60
2024 Q4	$2.06M	Buy	28,783 +877	+3%	+$63.1K	0.43%	59
2024 Q3	$1.96M	Sell	27,906 -131	-0.5%	-$8.85K	0.42%	58
2024 Q2	$1.86M	Buy	28,037 +24	+0.1%	+$1.54K	0.43%	59
2024 Q1	$1.8M	Sell	28,013 -106	-0.4%	-$6.47K	0.43%	58
2023 Q4	$1.64M	Sell	28,119 -1,015	-3%	-$55.4K	0.42%	60
2023 Q3	$1.53M	Buy	29,134 +40	+0.1%	+$2.19K	0.44%	60
2023 Q2	$1.58M	Buy	29,094 +2,019	+7%	+$104K	0.45%	61
2023 Q1	$1.37M	Buy	27,075 +73	+0.3%	+$3.6K	0.4%	69
2022 Q4	$1.28K	Sell	27,002 -1,159	-4%	-$55.1K	﹤0.01%	252
2022 Q3	$1.24K	Buy	28,161 +152	+0.5%	+$7.44K	﹤0.01%	258
2022 Q2	$1.3K	Buy	28,009 +861	+3%	+$43.5K	﹤0.01%	253
2022 Q1	$1.51K	Buy	27,148 +408	+2%	+$22.4K	﹤0.01%	251
2021 Q4	$1.56K	Buy	26,740 +216	+0.8%	+$12.2K	﹤0.01%	243
2021 Q3	$1.41K	Sell	26,524 -143	-0.5%	-$7.78K	﹤0.01%	241
2021 Q2	$1.41K	Buy	26,667 +4,670	+21%	+$242K	﹤0.01%	233
2021 Q1	$1.08K	Buy	21,997 +1,587	+8%	+$75.9K	﹤0.01%	233
2020 Q4	$940	Buy	20,410 +195	+1%	+$8.5K	﹤0.01%	196
2020 Q3	$826	Buy	20,215 +780	+4%	+$31.6K	﹤0.01%	210
2020 Q2	$734	Buy	19,435 +14,435	+289%	+$516K	﹤0.01%	190
2020 Q1	$157	Buy	+5,000	New	+$188K	﹤0.01%	250

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

Westside Investment Management's SPTM Position: Q2 2026 in Review

Westside Investment Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.27% in Q2 2026, selling an estimated $7.04K and leaving 29,873 shares worth $2.71M. The position accounts for 0.36% of the portfolio, ranked #69.

Westside Investment Management first reported a position in SPTM in Q1 2020 and has held it in 26 quarters since. 353 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Westside Investment Management held 29,873 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.71M as of Q2 2026.
Westside Investment Management sold 80 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $7.04K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.36% of Westside Investment Management's portfolio in Q2 2026, its #69 holding.
Westside Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
353 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.