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

Aventus Investment 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 		$30.1K Sell
331
-10
-3% -$880 0.02% 82
2026
Q1 		$27K Hold
341
– – 0.02% 78
2025
Q4 		$28.1K Hold
341
– – 0.02% 76
2025
Q3 		$27.5K Sell
341
-47
-12% -$3.65K 0.02% 77
2025
Q2 		$29.1K Buy
+388
New +$26.9K 0.03% 73

Other funds holding SPTM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

Aventus Investment Advisors's SPTM Position: Q2 2026 in Review

Aventus Investment Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.9% in Q2 2026, selling an estimated $880 and leaving 331 shares worth $30.1K. The position accounts for 0.02% of the portfolio, ranked #82.

Aventus Investment Advisors first reported a position in SPTM in Q2 2025 and has held it in 5 quarters since. 301 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Aventus Investment Advisors held 331 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $30.1K as of Q2 2026.
  • Aventus Investment Advisors sold 10 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $880.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Aventus Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • Aventus Investment Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 301 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Aventus Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.