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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 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

Advance Capital Management's SPTM Position: Q1 2026 in Review

Advance Capital Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.4% in Q1 2026, selling an estimated $48.2K and leaving 24,116 shares worth $1.91M. The position accounts for 0.07% of the portfolio, ranked #47.

Advance Capital Management first reported a position in SPTM in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.04M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Advance Capital Management held 24,116 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.91M as of Q1 2026.
Advance Capital Management sold 583 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $48.2K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of Advance Capital Management's portfolio in Q1 2026, its #47 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 18 quarters since.
Advance Capital Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.04M in Q4 2025.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Advance Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.