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

Blueprint Financial Advisors’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	$43M	Buy	473,446 +58,892	+14%	+$5.18M	4.78%	3
2026 Q1	$32.8M	Sell	414,554 -110,519	-21%	-$9.13M	4.86%	3
2025 Q4	$43.3M	Buy	525,073 +58,969	+13%	+$4.82M	6.61%	3
2025 Q3	$37.6M	Buy	466,104 +73,282	+19%	+$5.69M	8.12%	2
2025 Q2	$29.4M	Buy	392,822 +134,410	+52%	+$9.33M	9.43%	2
2025 Q1	$17.6M	Buy	+258,412	New	+$18.5M	9.53%	2

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Blueprint Financial Advisors's SPTM Position: Q2 2026 in Review

Blueprint Financial Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 14% in Q2 2026, buying an estimated $5.18M and bringing the position to 473,446 shares worth $43M. The position accounts for 4.78% of the portfolio, ranked #3.

Blueprint Financial Advisors first reported a position in SPTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $43.3M in Q4 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Blueprint Financial Advisors held 473,446 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $43M as of Q2 2026.
Blueprint Financial Advisors bought 58,892 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $5.18M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 4.78% of Blueprint Financial Advisors's portfolio in Q2 2026, its #3 holding.
Blueprint Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
Blueprint Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $43.3M in Q4 2025.
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 Blueprint Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.