SPTM — SPDR SER TR PORTFOLI S&P1500

Ownership history in NovaPoint Capital, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which NovaPoint Capital, LLC reported a position in SPDR SER TR PORTFOLI S&P1500 (SPTM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.14% (2020 Q3)
Avg. % of fund
0.1%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,675 -2,582 -49.1% 0.05% $216K $80.17
2020 Q3 INITIATED 5,257 — — 0.14% $215K $37.77
% of Fund (quarterly)    SPTM price (monthly, adj. close)

Other funds also holding SPTM

As of 2025 Q4 — sorted by position size

Keener Financial Planning LLC 36.6% Professional Financial Advisors, LLC 3Y 27.62% Weitzel Financial Services, Inc. 3Y 21.48% Fox Financial, Inc 20.06% Treasure Coast Financial Planning 3Y 18.34% Wall Capital Group, Inc. 3Y 7Y 15.5% VOISARD ASSET MANAGEMENT GROUP, INC. 14.09% Rosenberg Matthew Hamilton 3Y 13.57% Spartan Planning & Wealth Management 3Y 12.9% Financial Strategies Group, Inc. 3Y 11.37%
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