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

Axxcess Wealth Management’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 		$1.75M Buy
+19,262
New +$1.7M 0.03% 415
2026
Q1 		– Sell
-25,017
Closed -$2.06M – 917
2025
Q4 		$2.06M Sell
25,017
-399
-2% -$32.6K 0.04% 373
2025
Q3 		$2.05M Sell
25,416
-1,843
-7% -$143K 0.04% 304
2025
Q2 		$2.04M Sell
27,259
-93
-0.3% -$6.45K 0.05% 293
2025
Q1 		$1.86M Buy
27,352
+5,776
+27% +$413K 0.05% 278
2024
Q4 		$1.54M Buy
21,576
+2,128
+11% +$153K 0.04% 328
2024
Q3 		$1.36M Buy
19,448
+3,241
+20% +$219K 0.03% 330
2024
Q2 		$1.08M Buy
16,207
+11,872
+274% +$760K 0.03% 364
2024
Q1 		$278K Sell
4,335
-5,583
-56% -$341K 0.01% 692
2023
Q4 		$580K Sell
9,918
-58
-0.6% -$3.17K 0.02% 477
2023
Q3 		$524K Buy
9,976
+60
+0.6% +$3.28K 0.02% 458
2023
Q2 		$540K Sell
9,916
-67
-0.7% -$3.46K 0.04% 339
2023
Q1 		$503K Buy
9,983
+4,985
+100% +$246K 0.04% 371
2022
Q4 		$236K Sell
4,998
-6,234
-56% -$296K 0.02% 507
2022
Q3 		$495K Sell
11,232
-751
-6% -$36.8K 0.05% 321
2022
Q2 		$557K Buy
+11,983
New +$605K 0.05% 287

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

Axxcess Wealth Management's SPTM Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 19,262 shares worth $1.75M. The stake represents 0.03% of the portfolio and ranks #415 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in SPTM as recently as Q4 2025.

Axxcess Wealth Management first reported a position in SPTM in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.06M in Q4 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Axxcess Wealth Management held 19,262 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.75M as of Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Axxcess Wealth Management position in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #415 holding.
  • Axxcess Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and has held it in 16 quarters since.
  • Axxcess Wealth Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.06M in Q4 2025.
  • 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 Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.