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

Aquire 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	$42.4M	Sell	466,911 -19,078	-4%	-$1.68M	9.72%	4
2026 Q1	$38.4M	Sell	485,989 -31,397	-6%	-$2.59M	10.1%	3
2025 Q4	$42.7M	Sell	517,386 -18,202	-3%	-$1.49M	11.1%	3
2025 Q3	$43.2M	Sell	535,588 -28,120	-5%	-$2.19M	10.63%	3
2025 Q2	$42.2M	Buy	563,708 +260,409	+86%	+$18.1M	11.35%	2
2025 Q1	$20.6M	Sell	303,299 -5,141	-2%	-$368K	6.35%	4
2024 Q4	$22M	Sell	308,440 -15,730	-5%	-$1.13M	6.82%	4
2024 Q3	$22.7M	Sell	324,170 -5,330	-2%	-$360K	7.13%	4
2024 Q2	$21.9M	Sell	329,500 -10,708	-3%	-$686K	7.34%	4
2024 Q1	$21.8M	Sell	340,208 -5,105	-1%	-$312K	7.63%	4
2023 Q4	$20.2M	Sell	345,313 -16,490	-5%	-$900K	7.68%	4
2023 Q3	$19M	Sell	361,803 -20,995	-5%	-$1.15M	7.92%	4
2023 Q2	$20.8M	Sell	382,798 -9,260	-2%	-$478K	8.31%	4
2023 Q1	$19.8M	Buy	392,058 +2,130	+0.5%	+$105K	8.65%	3
2022 Q4	$18.4M	Sell	389,928 -169,819	-30%	-$8.07M	9.18%	3
2022 Q3	$24.7M	Sell	559,747 -9,151	-2%	-$448K	14.33%	2
2022 Q2	$26.4M	Buy	568,898 +102,023	+22%	+$5.15M	15.43%	2
2022 Q1	$25.9M	Buy	466,875 +39,352	+9%	+$2.16M	13.82%	2
2021 Q4	$25M	Buy	+427,523	New	+$24.2M	13.08%	2

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

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

Aquire Wealth Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.9% in Q2 2026, selling an estimated $1.68M and leaving 466,911 shares worth $42.4M. The position accounts for 9.72% of the portfolio, ranked #4.

Aquire Wealth Advisors first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $43.2M in Q3 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Aquire Wealth Advisors held 466,911 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $42.4M as of Q2 2026.
Aquire Wealth Advisors sold 19,078 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.68M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 9.72% of Aquire Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Aquire Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Aquire Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $43.2M in Q3 2025.
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 Aquire Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.