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

Avantax Advisory Services’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
2025 Q2	$697K	Buy	9,300 +854	+10%	+$59.3K	﹤0.01%	1386
2025 Q1	$574K	Buy	8,446 +1,397	+20%	+$100K	﹤0.01%	1417
2024 Q4	$503K	Sell	7,049 -938	-12%	-$67.5K	﹤0.01%	1439
2024 Q3	$560K	Buy	7,987 +878	+12%	+$59.3K	﹤0.01%	1338
2024 Q2	$472K	Buy	7,109 +23	+0.3%	+$1.47K	﹤0.01%	1403
2024 Q1	$455K	Buy	7,086 +760	+12%	+$46.4K	﹤0.01%	1090
2023 Q4	$370K	Sell	6,326 -423	-6%	-$23.1K	﹤0.01%	1131
2023 Q3	$354K	Buy	6,749 +853	+14%	+$46.6K	﹤0.01%	1103
2023 Q2	$321K	Buy	5,896 +23	+0.4%	+$1.19K	﹤0.01%	1150
2023 Q1	$296K	Sell	5,873 -537	-8%	-$26.5K	﹤0.01%	1158
2022 Q4	$303K	Buy	6,410 +1,099	+21%	+$52.2K	﹤0.01%	1100
2022 Q3	$234K	Buy	+5,311	New	+$260K	﹤0.01%	1128

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Avantax Advisory Services's SPTM Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 10% in Q2 2025, buying an estimated $59.3K and bringing the position to 9,300 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Avantax Advisory Services first reported a position in SPTM in Q3 2022 and has held it in 12 quarters since. 659 funds tracked by Wall St. Rank hold SPTM as of Q2 2025.

Avantax Advisory Services held 9,300 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $697K as of Q2 2025.
Avantax Advisory Services bought 854 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2025, an estimated $59.3K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1386 holding.
Avantax Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and has held it in 12 quarters since.
659 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.