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

Advisor Resource Council’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	$232K	Sell	2,933 -119	-4%	-$9.83K	0.08%	202
2025 Q4	$257K	Buy	+3,052	New	+$250K	0.09%	202
2025 Q2	–	Sell	-13,584	Closed	-$924K	–	531
2025 Q1	$924K	Buy	+13,584	New	+$972K	0.07%	265
2024 Q1	–	Sell	-60,627	Closed	-$3.54M	–	484
2023 Q4	$3.54M	Buy	+60,627	New	+$3.31M	0.41%	62
2022 Q3	–	Sell	-204,876	Closed	-$9.52M	–	453
2022 Q2	$9.52M	Buy	+204,876	New	+$10.3M	0.88%	27
2022 Q1	–	Sell	-341,243	Closed	-$19.9M	–	494
2021 Q4	$19.9M	Buy	341,243 +335,291	+5,633%	+$19M	1.55%	11
2021 Q3	$315K	Sell	5,952 -229,170	-97%	-$12.5M	0.1%	166
2021 Q2	$12.5M	Buy	+235,122	New	+$12.2M	1.3%	14

Other funds holding SPTM

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

AssetMark Inc Concord, California $49B AUM 17.78% 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 $21.3B AUM 22.13% 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

Advisor Resource Council's SPTM Position: Q1 2026 in Review

Advisor Resource Council reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.9% in Q1 2026, selling an estimated $9.83K and leaving 2,933 shares worth $232K. The position accounts for 0.08% of the portfolio, ranked #202.

Advisor Resource Council first reported a position in SPTM in Q2 2021 and has held it in 8 quarters since. The position peaked at $19.9M in Q4 2021. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Advisor Resource Council held 2,933 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $232K as of Q1 2026.
Advisor Resource Council sold 119 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $9.83K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.08% of Advisor Resource Council's portfolio in Q1 2026, its #202 holding.
Advisor Resource Council first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 8 quarters since.
Advisor Resource Council's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $19.9M in Q4 2021.
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 Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.