Beacon Capital Management Inc (Ohio)’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Beacon Capital Management Inc (Ohio)’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	$24M	Sell	263,803 -9,955	-4%	-$876K	1.45%	19
2026 Q1	$21.6M	Buy	273,758 +15,884	+6%	+$1.31M	1.22%	24
2025 Q4	$21.3M	Sell	257,874 -115,702	-31%	-$9.46M	1.14%	22
2025 Q3	$30.1M	Buy	+373,576	New	+$29M	1.44%	19

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

Beacon Capital Management Inc (Ohio)'s SPTM Position: Q2 2026 in Review

Beacon Capital Management Inc (Ohio) reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.6% in Q2 2026, selling an estimated $876K and leaving 263,803 shares worth $24M. The position accounts for 1.45% of the portfolio, ranked #19.

Beacon Capital Management Inc (Ohio) first reported a position in SPTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $30.1M in Q3 2025. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Beacon Capital Management Inc (Ohio) held 263,803 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $24M as of Q2 2026.
Beacon Capital Management Inc (Ohio) sold 9,955 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $876K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.45% of Beacon Capital Management Inc (Ohio)'s portfolio in Q2 2026, its #19 holding.
Beacon Capital Management Inc (Ohio) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
Beacon Capital Management Inc (Ohio)'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $30.1M 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 Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2026, filed 13 Aug 2026.