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Blue Edge Capital’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Blue Edge Capital’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 		$1.51M Hold
16,679
– – 0.18% 70
2026
Q1 		$1.32M Sell
16,679
-7
-0% -$578 0.18% 70
2025
Q4 		$1.38M Buy
16,686
+1
+0% +$82 0.18% 67
2025
Q3 		$1.35M Buy
16,685
+48
+0.3% +$3.73K 0.19% 69
2025
Q2 		$1.25M Sell
16,637
-2,169
-12% -$151K 0.19% 70
2025
Q1 		$1.28M Buy
18,806
+890
+5% +$63.7K 0.21% 67
2024
Q4 		$1.28M Buy
17,916
+8
+0% +$576 0.2% 65
2024
Q3 		$1.25M Buy
17,908
+7
+0% +$473 0.2% 67
2024
Q2 		$1.19M Buy
17,901
+7
+0% +$448 0.2% 68
2024
Q1 		$1.15M Buy
17,894
+1,881
+12% +$115K 0.19% 72
2023
Q4 		$936K Buy
16,013
+42
+0.3% +$2.29K 0.18% 69
2023
Q3 		$838K Buy
15,971
+8
+0.1% +$437 0.18% 70
2023
Q2 		$869K Buy
15,963
+14
+0.1% +$722 0.18% 66
2023
Q1 		$804K Sell
15,949
-8,753
-35% -$432K 0.17% 71
2022
Q4 		$1.17M Buy
+24,702
New +$1.17M 0.27% 65

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

Blue Edge Capital's SPTM Position: Q2 2026 in Review

Blue Edge Capital held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 16,679 shares worth $1.51M. The position accounts for 0.18% of the portfolio, ranked #70.

Blue Edge Capital first reported a position in SPTM in Q4 2022 and has held it in 15 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Blue Edge Capital held 16,679 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.51M as of Q2 2026.
  • Blue Edge Capital left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.18% of Blue Edge Capital's portfolio in Q2 2026, its #70 holding.
  • Blue Edge Capital first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 15 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 Blue Edge Capital's 13F filing for Q2 2026, filed 17 Aug 2026.