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

Advance Capital 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 		$2.19M Buy
24,166
+50
+0.2% +$4.4K 0.07% 49
2026
Q1 		$1.91M Sell
24,116
-583
-2% -$48.2K 0.07% 47
2025
Q4 		$2.04M Buy
24,699
+662
+3% +$54.1K 0.09% 44
2025
Q3 		$1.94M Sell
24,037
-143
-0.6% -$11.1K 0.08% 44
2025
Q2 		$1.81M Buy
24,180
+2,780
+13% +$193K 0.08% 43
2025
Q1 		$1.46M Buy
21,400
+53
+0.2% +$3.79K 0.07% 42
2024
Q4 		$1.52M Buy
21,347
+395
+2% +$28.4K 0.07% 40
2024
Q3 		$1.47M Sell
20,952
-235
-1% -$15.9K 0.07% 39
2024
Q2 		$1.41M Buy
21,187
+347
+2% +$22.2K 0.07% 40
2024
Q1 		$1.34M Buy
20,840
+483
+2% +$29.5K 0.09% 38
2023
Q4 		$1.19M Sell
20,357
-408
-2% -$22.3K 0.09% 30
2023
Q3 		$1.09M Buy
20,765
+738
+4% +$40.3K 0.1% 34
2023
Q2 		$1.09M Buy
20,027
+65
+0.3% +$3.35K 0.12% 32
2023
Q1 		$1.01M Sell
19,962
-2,677
-12% -$132K 0.18% 29
2022
Q4 		$1.07M Hold
22,639
– – 0.14% 30
2022
Q3 		$999K Buy
22,639
+407
+2% +$19.9K 0.12% 24
2022
Q2 		$1.03M Hold
22,232
– – 0.12% 23
2022
Q1 		$1.24M Hold
22,232
– – 0.15% 22
2021
Q4 		$1.3M Buy
+22,232
New +$1.26M 0.27% 20

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advance Capital Management's SPTM Position: Q2 2026 in Review

Advance Capital Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.21% in Q2 2026, buying an estimated $4.4K and bringing the position to 24,166 shares worth $2.19M. The position accounts for 0.07% of the portfolio, ranked #49.

Advance Capital Management first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. 779 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Advance Capital Management held 24,166 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.19M as of Q2 2026.
  • Advance Capital Management bought 50 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $4.4K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of Advance Capital Management's portfolio in Q2 2026, its #49 holding.
  • Advance Capital Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 779 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Advance Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.