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

BIP Wealth’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 		$25.7M Buy
282,526
+35,142
+14% +$3.09M 0.73% 32
2026
Q1 		$19.6M Sell
247,384
-23,158
-9% -$1.91M 0.8% 26
2025
Q4 		$22.3M Buy
270,542
+2,085
+0.8% +$170K 0.79% 27
2025
Q3 		$21.7M Buy
268,457
+8,090
+3% +$629K 1.07% 20
2025
Q2 		$19.5M Buy
260,367
+23,285
+10% +$1.62M 1.2% 14
2025
Q1 		$16.1M Buy
237,082
+18,512
+8% +$1.33M 1.05% 15
2024
Q4 		$15.6M Sell
218,570
-5,726
-3% -$412K 1.04% 15
2024
Q3 		$15.7M Buy
224,296
+28,243
+14% +$1.91M 1.07% 14
2024
Q2 		$13M Sell
196,053
-41,892
-18% -$2.68M 1.07% 13
2024
Q1 		$15.3M Sell
237,945
-10,384
-4% -$634K 1.12% 13
2023
Q4 		$14.5M Buy
248,329
+14,301
+6% +$781K 1.14% 13
2023
Q3 		$12.3M Sell
234,028
-38,155
-14% -$2.09M 1.13% 13
2023
Q2 		$14.8M Sell
272,183
-7,596
-3% -$392K 1.21% 12
2023
Q1 		$14.1M Buy
+279,779
New +$13.8M 1.55% 11

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

BIP Wealth's SPTM Position: Q2 2026 in Review

BIP Wealth increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 14% in Q2 2026, buying an estimated $3.09M and bringing the position to 282,526 shares worth $25.7M. The position accounts for 0.73% of the portfolio, ranked #32.

BIP Wealth first reported a position in SPTM in Q1 2023 and has held it in 14 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • BIP Wealth held 282,526 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $25.7M as of Q2 2026.
  • BIP Wealth bought 35,142 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $3.09M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.73% of BIP Wealth's portfolio in Q2 2026, its #32 holding.
  • BIP Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and has held it in 14 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 BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.