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

Ameritas Advisory 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 		$2.86M Sell
31,501
-3,156
-9% -$278K 0.06% 292
2026
Q1 		$2.74M Buy
34,657
+13,744
+66% +$1.14M 0.11% 186
2025
Q4 		$1.73M Buy
20,913
+6,825
+48% +$558K 0.06% 256
2025
Q3 		$1.14M Buy
14,088
+9,073
+181% +$705K 0.07% 229
2025
Q2 		$376K Sell
5,015
-2,113
-30% -$147K 0.02% 574
2025
Q1 		$499K Sell
7,128
-325
-4% -$23.3K 0.02% 572
2024
Q4 		$532K Buy
7,453
+161
+2% +$11.6K 0.02% 574
2024
Q3 		$511K Buy
7,292
+274
+4% +$18.5K 0.02% 539
2024
Q2 		$466K Buy
7,018
+508
+8% +$32.5K 0.02% 600
2024
Q1 		$412K Sell
6,510
-517
-7% -$31.5K 0.02% 607
2023
Q4 		$418K Buy
7,027
+735
+12% +$40.1K 0.02% 468
2023
Q3 		$331K Buy
+6,292
New +$344K 0.02% 604
2023
Q2 		– Sell
-6,091
Closed -$309K – 2257
2023
Q1 		$309K Sell
6,091
-727
-11% -$35.9K 0.02% 634
2022
Q4 		$322K Buy
6,818
+752
+12% +$35.7K 0.02% 691
2022
Q3 		$268K Buy
6,066
+73
+1% +$3.57K 0.02% 623
2022
Q2 		$279K Buy
5,993
+238
+4% +$12K 0.02% 640
2022
Q1 		$320K Buy
5,755
+302
+6% +$16.6K 0.01% 646
2021
Q4 		$319K Buy
+5,453
New +$309K 0.01% 628

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

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

Ameritas Advisory Services reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 9.1% in Q2 2026, selling an estimated $278K and leaving 31,501 shares worth $2.86M. The position accounts for 0.06% of the portfolio, ranked #292.

Ameritas Advisory Services first reported a position in SPTM in Q4 2021 and has held it in 18 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Ameritas Advisory Services held 31,501 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.86M as of Q2 2026.
  • Ameritas Advisory Services sold 3,156 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $278K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.06% of Ameritas Advisory Services's portfolio in Q2 2026, its #292 holding.
  • Ameritas Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • 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 Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.