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

Ancora 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	$79K	Buy	870 +278	+47%	+$24.5K	﹤0.01%	960
2026 Q1	$46.8K	Buy	592 +8	+1%	+$661	﹤0.01%	1167
2025 Q4	$48.2K	Hold	584	–	–	﹤0.01%	1163
2025 Q3	$47.1K	Hold	584	–	–	﹤0.01%	1045
2025 Q2	$43.7K	Hold	584	–	–	﹤0.01%	1052
2025 Q1	$39.7K	Hold	584	–	–	﹤0.01%	1055
2024 Q4	$41.7K	Sell	584 -315	-35%	-$22.7K	﹤0.01%	1038
2024 Q3	$63K	Hold	899	–	–	﹤0.01%	930
2024 Q2	$59.6K	Hold	899	–	–	﹤0.01%	911
2024 Q1	$57.7K	Hold	899	–	–	﹤0.01%	928
2023 Q4	$52.5K	Hold	899	–	–	﹤0.01%	934
2023 Q3	$47.2K	Hold	899	–	–	﹤0.01%	923
2023 Q2	$48.9K	Sell	899 -1,363	-60%	-$70.3K	﹤0.01%	911
2023 Q1	$114K	Hold	2,262	–	–	﹤0.01%	750
2022 Q4	$107K	Buy	2,262 +1	+0%	+$48	﹤0.01%	815
2022 Q3	$100K	Hold	2,261	–	–	﹤0.01%	901
2022 Q2	$105K	Hold	2,261	–	–	﹤0.01%	950
2022 Q1	$126K	Sell	2,261 -316	-12%	-$17.3K	﹤0.01%	950
2021 Q4	$151K	Hold	2,577	–	–	﹤0.01%	899
2021 Q3	$137K	Sell	2,577 -4	-0.2%	-$218	﹤0.01%	892
2021 Q2	$137K	Buy	2,581 +533	+26%	+$27.6K	﹤0.01%	838
2021 Q1	$101K	Buy	2,048 +159	+8%	+$7.6K	﹤0.01%	870
2020 Q4	$87K	Buy	1,889 +1	+0.1%	+$44	﹤0.01%	777
2020 Q3	$77K	Buy	1,888 +100	+6%	+$4.05K	﹤0.01%	774
2020 Q2	$68K	Hold	1,788	–	–	﹤0.01%	776
2020 Q1	$56K	Hold	1,788	–	–	﹤0.01%	861
2019 Q4	$71K	Buy	+1,788	New	+$68.2K	﹤0.01%	829
2018 Q4	–	Sell	-1,529	Closed	-$55K	–	1107
2018 Q3	$55K	Buy	+1,529	New	+$54.4K	﹤0.01%	868

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

Ancora Advisors's SPTM Position: Q2 2026 in Review

Ancora Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 47% in Q2 2026, buying an estimated $24.5K and bringing the position to 870 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #960.

Ancora Advisors first reported a position in SPTM in Q3 2018 and has held it in 28 quarters since. The position peaked at $151K in Q4 2021. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Ancora Advisors held 870 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $79K as of Q2 2026.
Ancora Advisors bought 278 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $24.5K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #960 holding.
Ancora Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and has held it in 28 quarters since.
Ancora Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $151K in Q4 2021.
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 Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.