Alta Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Alta Wealth Advisors’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	$1.86M	Buy	20,475 +29	+0.1%	+$2.55K	0.5%	45
2026 Q1	$1.62M	Buy	20,446 +361	+2%	+$29.8K	0.52%	45
2025 Q4	$1.66M	Buy	20,085 +29	+0.1%	+$2.37K	0.55%	42
2025 Q3	$1.62M	Sell	20,056 -11	-0.1%	-$855	0.58%	40
2025 Q2	$1.5M	Sell	20,067 -52	-0.3%	-$3.61K	0.71%	31
2025 Q1	$1.37M	Buy	20,119 +54	+0.3%	+$3.87K	0.63%	37
2024 Q4	$1.43M	Buy	20,065 +893	+5%	+$64.3K	0.63%	36
2024 Q3	$1.34M	Buy	19,172 +365	+2%	+$24.6K	0.61%	42
2024 Q2	$1.25M	Sell	18,807 -109	-0.6%	-$6.98K	0.62%	41
2024 Q1	$1.21M	Sell	18,916 -238	-1%	-$14.5K	0.62%	42
2023 Q4	$1.12M	Sell	19,154 -18,995	-50%	-$1.04M	0.62%	42
2023 Q3	$2M	Buy	38,149 +3,675	+11%	+$201K	1.23%	22
2023 Q2	$1.88M	Buy	34,474 +1,474	+4%	+$76K	1.1%	24
2023 Q1	$1.66M	Sell	33,000 -108	-0.3%	-$5.33K	1.05%	25
2022 Q4	$1.57M	Buy	33,108 +9,714	+42%	+$462K	1.06%	24
2022 Q3	$1.03M	Buy	23,394 +307	+1%	+$15K	0.74%	33
2022 Q2	$1.08M	Buy	23,087 +1,239	+6%	+$62.6K	0.75%	35
2022 Q1	$1.21M	Buy	21,848 +1,446	+7%	+$79.3K	0.72%	38
2021 Q4	$1.19M	Buy	20,402 +14,980	+276%	+$848K	0.73%	40
2021 Q3	$287K	Buy	5,422 +968	+22%	+$52.7K	0.21%	124
2021 Q2	$236K	Buy	+4,454	New	+$230K	0.17%	134

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

Alta Wealth Advisors's SPTM Position: Q2 2026 in Review

Alta Wealth Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.14% in Q2 2026, buying an estimated $2.55K and bringing the position to 20,475 shares worth $1.86M. The position accounts for 0.5% of the portfolio, ranked #45.

Alta Wealth Advisors first reported a position in SPTM in Q2 2021 and has held it in 21 quarters since. The position peaked at $2M in Q3 2023. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Alta Wealth Advisors held 20,475 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.86M as of Q2 2026.
Alta Wealth Advisors bought 29 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $2.55K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.5% of Alta Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Alta Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
Alta Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2M in Q3 2023.
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 Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.