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

Beam Wealth 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	$4.68M	Sell	51,589 -137	-0.3%	-$12.1K	1.03%	20
2026 Q1	$4.09M	Sell	51,726 -2,555	-5%	-$211K	1.02%	21
2025 Q4	$4.48M	Sell	54,281 -2,565	-5%	-$210K	1.23%	15
2025 Q3	$4.58M	Sell	56,846 -8,319	-13%	-$646K	1.25%	18
2025 Q2	$4.88M	Sell	65,165 -447	-0.7%	-$31K	1.45%	15
2025 Q1	$4.46M	Buy	65,612 +172	+0.3%	+$12.3K	1.51%	13
2024 Q4	$4.67M	Buy	65,440 +183	+0.3%	+$13.2K	1.48%	16
2024 Q3	$4.57M	Sell	65,257 -371	-0.6%	-$25.1K	1.39%	15
2024 Q2	$4.35M	Buy	+65,628	New	+$4.2M	1.45%	15
2020 Q1	–	Sell	-11,187	Closed	-$446K	–	172
2019 Q4	$446K	Buy	+11,187	New	+$426K	0.42%	75

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

Beam Wealth Advisors's SPTM Position: Q2 2026 in Review

Beam Wealth Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.26% in Q2 2026, selling an estimated $12.1K and leaving 51,589 shares worth $4.68M. The position accounts for 1.03% of the portfolio, ranked #20.

Beam Wealth Advisors first reported a position in SPTM in Q4 2019 and has held it in 10 quarters since. The position peaked at $4.88M in Q2 2025. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Beam Wealth Advisors held 51,589 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.68M as of Q2 2026.
Beam Wealth Advisors sold 137 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $12.1K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.03% of Beam Wealth Advisors's portfolio in Q2 2026, its #20 holding.
Beam Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 10 quarters since.
Beam Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.88M in Q2 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 Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.