Woodard & Company Asset Management Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Woodard & Company Asset Management 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	$38.1M	Buy	420,062 +8,248	+2%	+$726K	5.5%	4
2026 Q1	$32.6M	Sell	411,814 -174,929	-30%	-$14.4M	5.21%	6
2025 Q4	$48.4M	Sell	586,743 -106,896	-15%	-$8.74M	7.66%	1
2025 Q3	$55.9M	Sell	693,639 -52,054	-7%	-$4.05M	9.08%	1
2025 Q2	$55.8M	Buy	745,693 +2,803	+0.4%	+$195K	10.25%	1
2025 Q1	$50.5M	Buy	742,890 +138,570	+23%	+$9.92M	10.53%	1
2024 Q4	$43.2M	Buy	604,320 +50,238	+9%	+$3.62M	9.3%	2
2024 Q3	$38.8M	Sell	554,082 -183,374	-25%	-$12.4M	8.72%	2
2024 Q2	$48.9M	Buy	737,456 +32,632	+5%	+$2.09M	12.16%	2
2024 Q1	$45.2M	Sell	704,824 -14,627	-2%	-$893K	12.05%	2
2023 Q4	$42.1M	Sell	719,451 -40,755	-5%	-$2.23M	12.26%	2
2023 Q3	$39.9M	Sell	760,206 -51,883	-6%	-$2.84M	13.55%	1
2023 Q2	$44.2M	Sell	812,089 -9,569	-1%	-$494K	14.67%	1
2023 Q1	$41.4M	Buy	+821,658	New	+$40.6M	14.42%	1

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

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 $588M AUM 13.27% 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

Woodard & Company Asset Management Group's SPTM Position: Q2 2026 in Review

Woodard & Company Asset Management Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2% in Q2 2026, buying an estimated $726K and bringing the position to 420,062 shares worth $38.1M. The position accounts for 5.5% of the portfolio, ranked #4.

Woodard & Company Asset Management Group first reported a position in SPTM in Q1 2023 and has held it in 14 quarters since. The position peaked at $55.9M in Q3 2025. 783 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Woodard & Company Asset Management Group held 420,062 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $38.1M as of Q2 2026.
Woodard & Company Asset Management Group bought 8,248 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $726K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 5.5% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #4 holding.
Woodard & Company Asset Management Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
Woodard & Company Asset Management Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $55.9M in Q3 2025.
783 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.