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Bleakley Financial Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bleakley Financial Group’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 		$2.13M Sell
23,421
-8
-0% -$704 0.03% 454
2026
Q1 		$1.85M Buy
23,429
+91
+0.4% +$7.52K 0.03% 402
2025
Q4 		$1.93M Buy
23,338
+9,550
+69% +$781K 0.03% 360
2025
Q3 		$1.11M Sell
13,788
-2,191
-14% -$170K 0.03% 396
2025
Q2 		$1.2M Buy
15,979
+2,068
+15% +$144K 0.03% 365
2025
Q1 		$946K Buy
13,911
+2,503
+22% +$179K 0.03% 341
2024
Q4 		$815K Buy
11,408
+178
+2% +$12.8K 0.02% 471
2024
Q3 		$787K Sell
11,230
-12,064
-52% -$815K 0.02% 461
2024
Q2 		$1.55M Sell
23,294
-591
-2% -$37.8K 0.04% 319
2024
Q1 		$1.53M Buy
23,885
+27
+0.1% +$1.65K 0.04% 341
2023
Q4 		$1.39M Sell
23,858
-105
-0.4% -$5.73K 0.04% 336
2023
Q3 		$1.26M Sell
23,963
-714
-3% -$39K 0.04% 342
2023
Q2 		$1.34M Buy
+24,677
New +$1.27M 0.04% 341

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

Bleakley Financial Group's SPTM Position: Q2 2026 in Review

Bleakley Financial Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.03% in Q2 2026, selling an estimated $704 and leaving 23,421 shares worth $2.13M. The position accounts for 0.03% of the portfolio, ranked #454.

Bleakley Financial Group first reported a position in SPTM in Q2 2023 and has held it in 13 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Bleakley Financial Group held 23,421 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.13M as of Q2 2026.
  • Bleakley Financial Group sold 8 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $704.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #454 holding.
  • Bleakley Financial Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and has held it in 13 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 Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.