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

Arkadios 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 		$4.51M Sell
49,678
-2,006
-4% -$177K 0.07% 290
2026
Q1 		$4.09M Buy
51,684
+42,100
+439% +$3.48M 0.07% 303
2025
Q4 		$791K Hold
9,584
– – 0.02% 806
2025
Q3 		$773K Hold
9,584
– – 0.02% 751
2025
Q2 		$718K Sell
9,584
-118
-1% -$8.19K 0.02% 710
2025
Q1 		$660K Buy
9,702
+1,491
+18% +$107K 0.02% 601
2024
Q4 		$587K Buy
8,211
+23
+0.3% +$1.66K 0.03% 485
2024
Q3 		$574K Sell
8,188
-548
-6% -$37K 0.03% 497
2024
Q2 		$580K Sell
8,736
-4,088
-32% -$262K 0.04% 424
2024
Q1 		$823K Sell
12,824
-175
-1% -$10.7K 0.06% 274
2023
Q4 		$760K Buy
+12,999
New +$710K 0.06% 274
2022
Q3 		– Sell
-6,770
Closed -$315K – 571
2022
Q2 		$315K Buy
6,770
+4
+0.1% +$202 0.05% 384
2022
Q1 		$376K Sell
6,766
-268
-4% -$14.7K 0.05% 373
2021
Q4 		$411K Buy
7,034
+5,843
+491% +$331K 0.05% 374
2021
Q3 		$63K Buy
1,191
+293
+33% +$15.9K 0.01% 808
2021
Q2 		$47K Buy
898
+3
+0.3% +$155 0.01% 949
2021
Q1 		$44K Buy
895
+3
+0.3% +$143 0.01% 724
2020
Q4 		$41K Buy
892
+876
+5,475% +$38.2K 0.01% 595
2020
Q3 		$680 Hold
16
– – ﹤0.01% 977
2020
Q2 		$623 Buy
+16
New +$572 ﹤0.01% 904
2020
Q1 		– Sell
-677
Closed -$28.2K – 1291
2019
Q4 		$28.2K Buy
+677
New +$25.8K 0.02% 396

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

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

Arkadios 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 $177K and leaving 49,678 shares worth $4.51M. The position accounts for 0.07% of the portfolio, ranked #290.

Arkadios Wealth Advisors first reported a position in SPTM in Q4 2019 and has held it in 21 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Arkadios Wealth Advisors held 49,678 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.51M as of Q2 2026.
  • Arkadios Wealth Advisors sold 2,006 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $177K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #290 holding.
  • Arkadios Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 21 quarters since.
  • 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 Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.