Advocacy Wealth Management Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Advocacy Wealth Management Services’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	$5.67M	Hold	62,504	–	–	0.21%	60
2026 Q1	$4.94M	Sell	62,504 -21	-0%	-$1.73K	0.22%	63
2025 Q4	$5.16M	Hold	62,525	–	–	0.22%	63
2025 Q3	$5.04M	Hold	62,525	–	–	0.22%	67
2025 Q2	$4.68M	Hold	62,525	–	–	0.29%	40
2025 Q1	$4.25M	Sell	62,525 -383	-0.6%	-$27.4K	0.29%	40
2024 Q4	$4.49M	Hold	62,908	–	–	0.34%	34
2024 Q3	$4.41M	Buy	62,908 +3,795	+6%	+$256K	0.35%	29
2024 Q2	$3.92M	Sell	59,113 -61	-0.1%	-$3.91K	0.32%	30
2024 Q1	$3.8M	Buy	59,174 +5,060	+9%	+$309K	0.33%	32
2023 Q4	$3.16M	Hold	54,114	–	–	0.3%	38
2023 Q3	$2.84M	Hold	54,114	–	–	0.32%	23
2023 Q2	$2.95M	Hold	54,114	–	–	0.34%	22
2023 Q1	$2.73M	Hold	54,114	–	–	0.33%	22
2022 Q4	$2.56M	Hold	54,114	–	–	0.34%	24
2022 Q3	$2.52M	Hold	54,114	–	–	0.37%	22
2022 Q2	$2.52M	Hold	54,114	–	–	0.4%	23
2022 Q1	$3.02M	Hold	54,114	–	–	0.52%	16
2021 Q4	$3.16M	Hold	54,114	–	–	0.53%	21
2021 Q3	$2.87M	Hold	54,114	–	–	0.52%	21
2021 Q2	$2.87M	Sell	54,114 -7,000	-11%	-$362K	0.53%	21
2021 Q1	$3.04M	Hold	61,114	–	–	0.61%	26
2020 Q4	$2.82M	Buy	61,114 +1,094	+2%	+$47.7K	0.42%	26
2020 Q3	$2.47M	Buy	60,020 +632	+1%	+$25.6K	0.4%	28
2020 Q2	$2.24M	Buy	59,388 +27,547	+87%	+$985K	0.45%	25
2020 Q1	$955K	Buy	+31,841	New	+$1.2M	0.21%	24

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Advocacy Wealth Management Services's SPTM Position: Q2 2026 in Review

Advocacy Wealth Management Services held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 62,504 shares worth $5.67M. The position accounts for 0.21% of the portfolio, ranked #60.

Advocacy Wealth Management Services first reported a position in SPTM in Q1 2020 and has held it in 26 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Advocacy Wealth Management Services held 62,504 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $5.67M as of Q2 2026.
Advocacy Wealth Management Services left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.21% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #60 holding.
Advocacy Wealth Management Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
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 Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.