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 Q3	–	Sell	-145	Closed	-$13.2K	–	2750
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 San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Blue Trust Inc's SPTM Position: Q3 2026 in Review

Blue Trust Inc sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2026, closing a stake of 145 shares — an estimated $13.2K sold.

Blue Trust Inc first reported a position in SPTM in Q2 2022 and held it in 5 quarters. The position peaked at $13.2K in Q2 2026. 558 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Blue Trust Inc reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2026 after selling out during the quarter.
Blue Trust Inc sold 145 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $13.2K.
Blue Trust Inc first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and held it in 5 quarters.
Blue Trust Inc's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $13.2K in Q2 2026.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.