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Advyzon Investment Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Advyzon Investment Management’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 		$2.13M Sell
23,412
-6,110
-21% -$538K 0.15% 138
2026
Q1 		$2.33M Buy
29,522
+3,860
+15% +$319K 0.21% 113
2025
Q4 		$2.12M Buy
25,662
+3,959
+18% +$324K 0.25% 99
2025
Q3 		$1.75M Buy
21,703
+7,343
+51% +$571K 0.3% 69
2025
Q2 		$1.08M Sell
14,360
-493
-3% -$34.2K 0.24% 93
2025
Q1 		$1.01M Buy
14,853
+8,920
+150% +$638K 0.36% 56
2024
Q4 		$424K Buy
+5,933
New +$427K 0.16% 116

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

Advyzon Investment Management's SPTM Position: Q2 2026 in Review

Advyzon Investment Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 21% in Q2 2026, selling an estimated $538K and leaving 23,412 shares worth $2.13M. The position accounts for 0.15% of the portfolio, ranked #138.

Advyzon Investment Management first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.33M in Q1 2026. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Advyzon Investment Management held 23,412 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.13M as of Q2 2026.
  • Advyzon Investment Management sold 6,110 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $538K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.15% of Advyzon Investment Management's portfolio in Q2 2026, its #138 holding.
  • Advyzon Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.33M in Q1 2026.
  • 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 Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.