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

Arax Advisory 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 Q2	$1.56M	Buy	17,213 +11,451	+199%	+$1.01M	0.01%	961
2026 Q1	$456K	Buy	5,762 +3,408	+145%	+$281K	0.01%	685
2025 Q4	$194K	Buy	+2,354	New	+$192K	0.01%	1057
2025 Q3	–	Sell	-2,354	Closed	-$176K	–	4216
2025 Q2	$176K	Hold	2,354	–	–	0.01%	695
2025 Q1	$160K	Buy	+2,354	New	+$168K	0.01%	592
2020 Q4	$3K	Buy	75 +1	+1%	+$44	﹤0.01%	654
2020 Q3	$3K	Hold	74	–	–	﹤0.01%	630
2020 Q2	$3K	Hold	74	–	–	﹤0.01%	620
2020 Q1	$2K	Buy	74 +1	+1%	+$38	﹤0.01%	635
2019 Q4	$3K	Hold	73	–	–	﹤0.01%	540
2019 Q3	$3K	Hold	73	–	–	﹤0.01%	545
2019 Q2	$3K	Buy	+73	New	+$2.62K	﹤0.01%	544
2018 Q4	$2K	Hold	72	–	–	﹤0.01%	532
2018 Q3	$3K	Buy	+72	New	+$2.56K	﹤0.01%	556

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

Arax Advisory Partners's SPTM Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 199% in Q2 2026, buying an estimated $1.01M and bringing the position to 17,213 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #961.

Arax Advisory Partners first reported a position in SPTM in Q3 2018 and has held it in 14 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Arax Advisory Partners held 17,213 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.56M as of Q2 2026.
Arax Advisory Partners bought 11,451 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.01M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #961 holding.
Arax Advisory Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and has held it in 14 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 Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.