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

Arlington Trust’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	$765K	Hold	8,431	–	–	0.06%	47
2026 Q1	$667K	Hold	8,431	–	–	0.06%	48
2025 Q4	$696K	Sell	8,431 -1,950	-19%	-$159K	0.07%	44
2025 Q3	$837K	Hold	10,381	–	–	0.15%	71
2025 Q2	$777K	Sell	10,381 -684	-6%	-$47.5K	0.15%	75
2025 Q1	$753K	Buy	11,065 +2,970	+37%	+$213K	0.16%	76
2024 Q4	$578K	Sell	8,095 -16	-0.2%	-$1.15K	0.12%	87
2024 Q3	$568K	Buy	+8,111	New	+$548K	0.12%	85

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

Arlington Trust's SPTM Position: Q2 2026 in Review

Arlington Trust held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 8,431 shares worth $765K. The position accounts for 0.06% of the portfolio, ranked #47.

Arlington Trust first reported a position in SPTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $837K in Q3 2025. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Arlington Trust held 8,431 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $765K as of Q2 2026.
Arlington Trust left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.06% of Arlington Trust's portfolio in Q2 2026, its #47 holding.
Arlington Trust first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
Arlington Trust's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $837K in Q3 2025.
777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.