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

Blue Trust Inc’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 		$13.2K Hold
145
– – ﹤0.01% 1784
2026
Q1 		$11.5K Hold
145
– – ﹤0.01% 1801
2025
Q4 		$12K Hold
145
– – ﹤0.01% 1819
2025
Q3 		$11.7K Buy
+145
New +$11.3K ﹤0.01% 1821
2022
Q3 		– Sell
-77
Closed -$4K – 2313
2022
Q2 		$4K Buy
+77
New +$3.89K ﹤0.01% 1523

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 Trust Inc's SPTM Position: Q2 2026 in Review

Blue Trust Inc held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 145 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Blue Trust Inc first reported a position in SPTM in Q2 2022 and has held it in 5 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Blue Trust Inc held 145 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $13.2K as of Q2 2026.
  • Blue Trust Inc 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 ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1784 holding.
  • Blue Trust Inc first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and has held it in 5 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 Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.