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

Advisornet Financial’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 		$13.2K Hold
167
– – ﹤0.01% 1454
2025
Q4 		$13.8K Hold
167
– – ﹤0.01% 1448
2025
Q3 		$13.5K Hold
167
– – ﹤0.01% 1433
2025
Q2 		$12.5K Hold
167
– – ﹤0.01% 1419
2025
Q1 		$11.4K Hold
167
– – ﹤0.01% 1375
2024
Q4 		$11.9K Hold
167
– – ﹤0.01% 1284
2024
Q3 		$11.7K Hold
167
– – ﹤0.01% 1376
2024
Q2 		$11.1K Hold
167
– – ﹤0.01% 1280
2024
Q1 		$10.7K Hold
167
– – ﹤0.01% 1261
2023
Q4 		$9.76K Sell
167
-300,642
-100% -$16.4M ﹤0.01% 1312
2023
Q3 		$15.8M Buy
300,809
+1,734
+0.6% +$94.8K 1.43% 11
2023
Q2 		$16.3M Buy
299,075
+9,346
+3% +$482K 1.39% 11
2023
Q1 		$14.6M Buy
289,729
+16,885
+6% +$834K 1.34% 12
2022
Q4 		$12.9M Buy
272,844
+12,687
+5% +$603K 1.27% 13
2022
Q3 		$11.5M Buy
260,157
+2,371
+0.9% +$116K 1.15% 13
2022
Q2 		$12M Buy
257,786
+3,170
+1% +$160K 1.18% 10
2022
Q1 		$14.2M Sell
254,616
-2,395
-0.9% -$131K 0.88% 16
2021
Q4 		$15M Sell
257,011
-201
-0.1% -$11.4K 0.93% 13
2021
Q3 		$13.6M Sell
257,212
-40,098
-13% -$2.18M 0.95% 11
2021
Q2 		$15.7M Buy
297,310
+3,264
+1% +$169K 1.04% 10
2021
Q1 		$14.5M Buy
294,046
+211,914
+258% +$10.1M 1.03% 11
2020
Q4 		$3.79M Buy
82,132
+5,382
+7% +$235K 0.31% 72
2020
Q3 		$3.14M Sell
76,750
-31,955
-29% -$1.29M 0.27% 81
2020
Q2 		$4.11M Sell
108,705
-67
-0.1% -$2.4K 0.33% 67
2020
Q1 		$3.42M Buy
108,772
+2,513
+2% +$94.5K 0.32% 72
2019
Q4 		$4.24M Sell
106,259
-3,388
-3% -$129K 0.36% 58
2019
Q3 		$4.03M Sell
109,647
-177
-0.2% -$6.49K 0.37% 58
2019
Q2 		$4M Buy
109,824
+5,160
+5% +$185K 0.44% 45
2019
Q1 		$3.68M Buy
104,664
+4,034
+4% +$137K 0.45% 43
2018
Q4 		$3.11M Sell
100,630
-8,955
-8% -$299K 0.43% 48
2018
Q3 		$3.97M Buy
109,585
+2,738
+3% +$97.4K 0.5% 35
2018
Q2 		$3.63M Sell
106,847
-19,309
-15% -$652K 0.49% 33
2018
Q1 		$4.14M Buy
+126,156
New +$4.27M 0.57% 27

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
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 $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Advisornet Financial's SPTM Position: Q1 2026 in Review

Advisornet Financial held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q1 2026 at 167 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Advisornet Financial first reported a position in SPTM in Q1 2018 and has held it in 33 quarters since. The position peaked at $16.3M in Q2 2023. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Advisornet Financial held 167 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $13.2K as of Q1 2026.
  • Advisornet Financial left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q1 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1454 holding.
  • Advisornet Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 33 quarters since.
  • Advisornet Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $16.3M in Q2 2023.
  • 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 Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.