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

Ameritas Investment Partners’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
Q1 		$761K Sell
9,630
-976
-9% -$80.6K 0.02% 704
2025
Q4 		$875K Sell
10,606
-168
-2% -$13.7K 0.03% 662
2025
Q3 		$869K Buy
10,774
+419
+4% +$32.6K 0.03% 658
2025
Q2 		$775K Sell
10,355
-215
-2% -$14.9K 0.02% 692
2025
Q1 		$719K Buy
10,570
+594
+6% +$42.5K 0.02% 704
2024
Q4 		$713K Sell
9,976
-574
-5% -$41.3K 0.02% 713
2024
Q3 		$739K Buy
10,550
+648
+7% +$43.8K 0.02% 712
2024
Q2 		$657K Buy
9,902
+121
+1% +$7.75K 0.02% 726
2024
Q1 		$627K Sell
9,781
-434
-4% -$26.5K 0.02% 748
2023
Q4 		$597K Sell
10,215
-584
-5% -$31.9K 0.02% 753
2023
Q3 		$567K Buy
10,799
+545
+5% +$29.8K 0.02% 735
2023
Q2 		$558K Buy
10,254
+656
+7% +$33.8K 0.02% 736
2023
Q1 		$484K Buy
9,598
+582
+6% +$28.7K 0.02% 766
2022
Q4 		$426K Buy
9,016
+812
+10% +$38.6K 0.02% 824
2022
Q3 		$361K Sell
8,204
-457
-5% -$22.4K 0.02% 834
2022
Q2 		$402K Buy
8,661
+585
+7% +$29.5K 0.02% 811
2022
Q1 		$448K Sell
8,076
-6
-0.1% -$329 0.02% 830
2021
Q4 		$472K Buy
8,082
+153
+2% +$8.66K 0.02% 825
2021
Q3 		$420K Sell
7,929
-1,216
-13% -$66.2K 0.02% 847
2021
Q2 		$484K Buy
9,145
+610
+7% +$31.6K 0.02% 802
2021
Q1 		$419K Sell
8,535
-193
-2% -$9.23K 0.02% 840
2020
Q4 		$402K Sell
8,728
-261
-3% -$11.4K 0.02% 826
2020
Q3 		$367K Buy
8,989
+1,044
+13% +$42.3K 0.02% 805
2020
Q2 		$300K Buy
7,945
+663
+9% +$23.7K 0.01% 859
2020
Q1 		$229K Buy
7,282
+433
+6% +$16.3K 0.01% 877
2019
Q4 		$273K Buy
6,849
+2,211
+48% +$84.3K 0.01% 931
2019
Q3 		$170K Buy
4,638
+2,148
+86% +$78.7K 0.01% 1148
2019
Q2 		$90K Buy
2,490
+252
+11% +$9.03K ﹤0.01% 1566
2019
Q1 		$78K Buy
2,238
+518
+30% +$17.5K ﹤0.01% 1634
2018
Q4 		$53K Buy
1,720
+1,673
+3,560% +$55.9K ﹤0.01% 1786
2018
Q3 		$1K Sell
47
-30
-39% -$1.07K ﹤0.01% 3013
2018
Q2 		$2K Buy
+77
New +$2.6K ﹤0.01% 2986

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Ameritas Investment Partners's SPTM Position: Q1 2026 in Review

Ameritas Investment Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 9.2% in Q1 2026, selling an estimated $80.6K and leaving 9,630 shares worth $761K. The position accounts for 0.02% of the portfolio, ranked #704.

Ameritas Investment Partners first reported a position in SPTM in Q2 2018 and has held it in 32 quarters since. The position peaked at $875K in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Ameritas Investment Partners held 9,630 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $761K as of Q1 2026.
  • Ameritas Investment Partners sold 976 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $80.6K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Ameritas Investment Partners's portfolio in Q1 2026, its #704 holding.
  • Ameritas Investment Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and has held it in 32 quarters since.
  • Ameritas Investment Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $875K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.