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

Aptus Capital 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 		$4.02M Sell
44,296
-457
-1% -$40.2K 0.03% 403
2026
Q1 		$3.54M Sell
44,753
-8,446
-16% -$698K 0.03% 395
2025
Q4 		$4.39M Buy
53,199
+6,408
+14% +$524K 0.03% 338
2025
Q3 		$3.77M Sell
46,791
-2,717
-5% -$211K 0.03% 357
2025
Q2 		$3.71M Buy
49,508
+748
+2% +$51.9K 0.03% 332
2025
Q1 		$3.32M Buy
48,760
+25
+0.1% +$1.79K 0.03% 330
2024
Q4 		$3.48M Buy
48,735
+952
+2% +$68.5K 0.04% 319
2024
Q3 		$3.35M Buy
47,783
+18,924
+66% +$1.28M 0.05% 261
2024
Q2 		$1.91M Buy
28,859
+301
+1% +$19.3K 0.03% 299
2024
Q1 		$1.83M Buy
28,558
+5,683
+25% +$347K 0.03% 308
2023
Q4 		$1.34M Buy
22,875
+8
+0% +$437 0.04% 257
2023
Q3 		$1.2M Sell
22,867
-609
-3% -$33.3K 0.03% 282
2023
Q2 		$1.28M Sell
23,476
-2,194
-9% -$113K 0.03% 253
2023
Q1 		$1.29M Buy
25,670
+14,338
+127% +$708K 0.03% 253
2022
Q4 		$536K Sell
11,332
-13,389
-54% -$636K 0.02% 342
2022
Q3 		$1.09M Sell
24,721
-4,749
-16% -$233K 0.03% 256
2022
Q2 		$1.37M Sell
29,470
-35,411
-55% -$1.79M 0.04% 217
2022
Q1 		$3.61M Buy
64,881
+3,756
+6% +$206K 0.09% 126
2021
Q4 		$3.57M Buy
61,125
+6,349
+12% +$359K 0.11% 125
2021
Q3 		$2.9M Sell
54,776
-19,465
-26% -$1.06M 0.07% 132
2021
Q2 		$3.93M Buy
74,241
+6,216
+9% +$322K 0.11% 94
2021
Q1 		$3.35M Sell
68,025
-5,545
-8% -$265K 0.12% 95
2020
Q4 		$3.39M Buy
73,570
+49,027
+200% +$2.14M 0.16% 88
2020
Q3 		$1M Sell
24,543
-1,102
-4% -$44.6K 0.05% 148
2020
Q2 		$968K Buy
25,645
+968
+4% +$34.6K 0.06% 133
2020
Q1 		$776K Sell
24,677
-220,545
-90% -$8.3M 0.07% 136
2019
Q4 		$9.77M Buy
245,222
+84,818
+53% +$3.23M 0.69% 37
2019
Q3 		$5.89M Buy
160,404
+126,833
+378% +$4.65M 0.33% 37
2019
Q2 		$1.22M Buy
+33,571
New +$1.2M 0.17% 116
2019
Q1 		– Sell
-23,564
Closed -$728K – 326
2018
Q4 		$728K Buy
+23,564
New +$787K 0.19% 71

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

Aptus Capital Advisors's SPTM Position: Q2 2026 in Review

Aptus Capital Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1% in Q2 2026, selling an estimated $40.2K and leaving 44,296 shares worth $4.02M. The position accounts for 0.03% of the portfolio, ranked #403.

Aptus Capital Advisors first reported a position in SPTM in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.77M in Q4 2019. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Aptus Capital Advisors held 44,296 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.02M as of Q2 2026.
  • Aptus Capital Advisors sold 457 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $40.2K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Aptus Capital Advisors's portfolio in Q2 2026, its #403 holding.
  • Aptus Capital Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
  • Aptus Capital Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $9.77M in Q4 2019.
  • 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 Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.