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Advisor OS’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Advisor OS’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 		$4.48M Sell
49,345
-145
-0.3% -$12.8K 0.3% 58
2026
Q1 		$3.91M Sell
49,490
-2,607
-5% -$215K 0.28% 56
2025
Q4 		$4.3M Buy
52,097
+2,124
+4% +$174K 0.35% 47
2025
Q3 		$4.03M Buy
49,973
+3,579
+8% +$278K 0.35% 41
2025
Q2 		$3.47M Buy
46,394
+1,521
+3% +$106K 0.34% 42
2025
Q1 		$3.05M Sell
44,873
-995
-2% -$71.2K 0.35% 47
2024
Q4 		$3.28M Buy
45,868
+1,769
+4% +$127K 0.38% 44
2024
Q3 		$3.09M Buy
44,099
+93
+0.2% +$6.28K 0.31% 57
2024
Q2 		$2.92M Sell
44,006
-847
-2% -$54.2K 0.32% 58
2024
Q1 		$2.88M Buy
44,853
+187
+0.4% +$11.4K 0.33% 56
2023
Q4 		$2.61M Buy
44,666
+4,176
+10% +$228K 0.34% 44
2023
Q3 		$2.13M Buy
40,490
+5,383
+15% +$294K 0.32% 58
2023
Q2 		$1.91M Buy
35,107
+25,872
+280% +$1.33M 0.31% 61
2023
Q1 		$466K Buy
+9,235
New +$456K 0.11% 170
2020
Q3 		– Sell
-9,574
Closed -$362K – 154
2020
Q2 		$362K Buy
+9,574
New +$342K 0.22% 94

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

Advisor OS's SPTM Position: Q2 2026 in Review

Advisor OS reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.29% in Q2 2026, selling an estimated $12.8K and leaving 49,345 shares worth $4.48M. The position accounts for 0.3% of the portfolio, ranked #58.

Advisor OS first reported a position in SPTM in Q2 2020 and has held it in 15 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Advisor OS held 49,345 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.48M as of Q2 2026.
  • Advisor OS sold 145 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $12.8K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.3% of Advisor OS's portfolio in Q2 2026, its #58 holding.
  • Advisor OS first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2020 and has held it in 15 quarters since.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.