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Advisory Services Network’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Advisory Services Network’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 		$8.31M Sell
91,578
-1,834
-2% -$161K 0.09% 216
2026
Q1 		$7.39M Sell
93,412
-11,829
-11% -$977K 0.1% 211
2025
Q4 		$8.68M Buy
105,241
+49,116
+88% +$4.02M 0.12% 180
2025
Q3 		$4.53M Sell
56,125
-2,644
-4% -$205K 0.07% 322
2025
Q2 		$4.5M Sell
58,769
-801
-1% -$55.6K 0.07% 306
2025
Q1 		$4.05M Sell
59,570
-2,616
-4% -$187K 0.08% 291
2024
Q4 		$4.44M Buy
62,186
+3,596
+6% +$259K 0.08% 271
2024
Q3 		$3.89M Hold
58,590
– – 0.08% 271
2024
Q2 		$3.89M Buy
58,590
+2,530
+5% +$162K 0.08% 271
2024
Q1 		$3.6M Buy
56,060
+1,962
+4% +$120K 0.08% 293
2023
Q4 		$3.16M Sell
54,098
-274
-0.5% -$15K 0.08% 290
2023
Q3 		$2.85M Sell
54,372
-1,088
-2% -$59.5K 0.08% 298
2023
Q2 		$3.02M Sell
55,460
-9,659
-15% -$498K 0.08% 294
2023
Q1 		$3.28M Buy
65,119
+4,903
+8% +$242K 0.09% 260
2022
Q4 		$2.85M Sell
60,216
-10,293
-15% -$489K 0.09% 272
2022
Q3 		$3.11M Buy
70,509
+519
+0.7% +$25.4K 0.11% 227
2022
Q2 		$3.25M Sell
69,990
-99
-0.1% -$5K 0.11% 223
2022
Q1 		$3.9M Buy
70,089
+9,230
+15% +$506K 0.11% 212
2021
Q4 		$3.56M Buy
60,859
+2,171
+4% +$123K 0.1% 243
2021
Q3 		$3.11M Buy
58,688
+1,581
+3% +$86K 0.1% 264
2021
Q2 		$3.02M Buy
57,107
+18,342
+47% +$949K 0.1% 266
2021
Q1 		$1.91M Sell
38,765
-495
-1% -$23.7K 0.07% 358
2020
Q4 		$1.81M Buy
39,260
+10,046
+34% +$438K 0.07% 334
2020
Q3 		$1.2M Buy
29,214
+3,696
+14% +$150K 0.06% 365
2020
Q2 		$964K Buy
25,518
+23,175
+989% +$829K 0.05% 396
2020
Q1 		$74K Hold
2,343
– – ﹤0.01% 1194
2019
Q4 		$93K Buy
2,343
+713
+44% +$27.2K ﹤0.01% 1198
2019
Q3 		$59K Hold
1,630
– – ﹤0.01% 1295
2019
Q2 		$59K Hold
1,630
– – ﹤0.01% 1293
2019
Q1 		$57K Buy
+1,630
New +$55.2K ﹤0.01% 1196

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

Advisory Services Network's SPTM Position: Q2 2026 in Review

Advisory Services Network reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2% in Q2 2026, selling an estimated $161K and leaving 91,578 shares worth $8.31M. The position accounts for 0.09% of the portfolio, ranked #216.

Advisory Services Network first reported a position in SPTM in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.68M in Q4 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Advisory Services Network held 91,578 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $8.31M as of Q2 2026.
  • Advisory Services Network sold 1,834 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $161K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.09% of Advisory Services Network's portfolio in Q2 2026, its #216 holding.
  • Advisory Services Network first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and has held it in 30 quarters since.
  • Advisory Services Network's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $8.68M in Q4 2025.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.