Baltimore-Washington Financial Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Baltimore-Washington Financial 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	$69.6M	Buy	766,306 +15,372	+2%	+$1.35M	2.6%	11
2026 Q1	$59.4M	Buy	750,934 +17,936	+2%	+$1.48M	2.56%	11
2025 Q4	$60.5M	Buy	732,998 +16,370	+2%	+$1.34M	2.52%	12
2025 Q3	$57.8M	Buy	716,628 +45,594	+7%	+$3.54M	2.48%	11
2025 Q2	$50.3M	Buy	671,034 +28,171	+4%	+$1.96M	2.34%	10
2025 Q1	$43.7M	Buy	642,863 +25,357	+4%	+$1.82M	2.32%	12
2024 Q4	$44.1M	Buy	617,506 +41,752	+7%	+$3M	2.27%	12
2024 Q3	$40.3M	Buy	575,754 +26,816	+5%	+$1.81M	2.17%	13
2024 Q2	$36.4M	Buy	548,938 +42,503	+8%	+$2.72M	2.11%	14
2024 Q1	$32.5M	Buy	506,435 +121,042	+31%	+$7.39M	2.02%	14
2023 Q4	$22.5M	Buy	385,393 +40,627	+12%	+$2.22M	1.56%	19
2023 Q3	$18.1M	Buy	344,766 +26,654	+8%	+$1.46M	1.46%	20
2023 Q2	$17.3M	Buy	318,112 +204,616	+180%	+$10.6M	1.38%	23
2023 Q1	$5.72M	Buy	113,496 +31,866	+39%	+$1.57M	0.5%	63
2022 Q4	$3.86M	Buy	81,630 +53,232	+187%	+$2.53M	0.38%	71
2022 Q3	$1.46M	Buy	+28,398	New	+$1.39M	0.12%	88

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

Baltimore-Washington Financial Advisors's SPTM Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2% in Q2 2026, buying an estimated $1.35M and bringing the position to 766,306 shares worth $69.6M. The position accounts for 2.6% of the portfolio, ranked #11.

Baltimore-Washington Financial Advisors first reported a position in SPTM in Q3 2022 and has held it in 16 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Baltimore-Washington Financial Advisors held 766,306 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $69.6M as of Q2 2026.
Baltimore-Washington Financial Advisors bought 15,372 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.35M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 2.6% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #11 holding.
Baltimore-Washington Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.