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

Beacon Pointe 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 		$6.16M Buy
67,817
+1,793
+3% +$158K 0.03% 463
2026
Q1 		$5.22M Buy
66,024
+3,360
+5% +$278K 0.03% 460
2025
Q4 		$5.17M Buy
62,664
+3,542
+6% +$290K 0.04% 376
2025
Q3 		$4.77M Buy
59,122
+34,096
+136% +$2.65M 0.04% 357
2025
Q2 		$1.87M Buy
25,026
+207
+0.8% +$14.4K 0.02% 496
2025
Q1 		$1.69M Sell
24,819
-991
-4% -$70.9K 0.02% 503
2024
Q4 		$1.84M Sell
25,810
-282
-1% -$20.3K 0.02% 479
2024
Q3 		$1.83M Sell
26,092
-224
-0.9% -$15.1K 0.02% 488
2024
Q2 		$1.75M Buy
26,316
+9
+0% +$576 0.02% 504
2024
Q1 		$1.69M Sell
26,307
-588
-2% -$35.9K 0.02% 534
2023
Q4 		$1.57M Sell
26,895
-17,881
-40% -$976K 0.02% 538
2023
Q3 		$2.35M Buy
44,776
+1,236
+3% +$67.5K 0.03% 430
2023
Q2 		$2.37M Buy
43,540
+5,529
+15% +$285K 0.04% 340
2023
Q1 		$1.92M Buy
38,011
+15,410
+68% +$761K 0.03% 402
2022
Q4 		$1.07M Sell
22,601
-16,568
-42% -$787K 0.02% 487
2022
Q3 		$1.73M Sell
39,169
-610
-2% -$29.9K 0.04% 344
2022
Q2 		$1.85M Sell
39,779
-3,737
-9% -$189K 0.04% 340
2022
Q1 		$2.42M Buy
43,516
+39,358
+947% +$2.16M 0.03% 410
2021
Q4 		$243K Hold
4,158
– – 0.01% 810
2021
Q3 		$220K Hold
4,158
– – 0.01% 823
2021
Q2 		$220K Hold
4,158
– – 0.01% 767
2021
Q1 		$205K Sell
4,158
-259
-6% -$12.4K 0.01% 503
2020
Q4 		$204K Buy
+4,417
New +$193K 0.01% 474

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

Beacon Pointe Advisors's SPTM Position: Q2 2026 in Review

Beacon Pointe Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.7% in Q2 2026, buying an estimated $158K and bringing the position to 67,817 shares worth $6.16M. The position accounts for 0.03% of the portfolio, ranked #463.

Beacon Pointe Advisors first reported a position in SPTM in Q4 2020 and has held it in 23 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Beacon Pointe Advisors held 67,817 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6.16M as of Q2 2026.
  • Beacon Pointe Advisors bought 1,793 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $158K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #463 holding.
  • Beacon Pointe Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 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 Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.