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

Blueprint Investment Partners’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
Q1 		$59.9M Sell
757,846
-288,689
-28% -$23.8M 6.11% 3
2025
Q4 		$86.3M Buy
1,046,535
+73,222
+8% +$5.99M 9.23% 2
2025
Q3 		$78.5M Buy
973,313
+53,240
+6% +$4.14M 11.03% 2
2025
Q2 		$68.9M Buy
920,073
+291,817
+46% +$20.3M 12.22% 2
2025
Q1 		$42.7M Sell
628,256
-394,683
-39% -$28.3M 7.8% 2
2024
Q4 		$73.1M Buy
1,022,939
+293,653
+40% +$21.1M 11.6% 2
2024
Q3 		$51.1M Sell
729,286
-241,609
-25% -$16.3M 9.26% 2
2024
Q2 		$64.4M Buy
970,895
+203,455
+27% +$13M 13.94% 1
2024
Q1 		$49.2M Sell
767,440
-106,981
-12% -$6.53M 9.73% 2
2023
Q4 		$51.1M Buy
874,421
+416,320
+91% +$22.7M 14.08% 1
2023
Q3 		$24M Sell
458,101
-63,971
-12% -$3.5M 7.73% 4
2023
Q2 		$28.4M Buy
522,072
+167,667
+47% +$8.65M 10.2% 1
2023
Q1 		$17.9M Buy
354,405
+98,086
+38% +$4.84M 4.08% 4
2022
Q4 		$12.1M Buy
256,319
+30,513
+14% +$1.45M 2.57% 5
2022
Q3 		$9.96M Buy
225,806
+68,612
+44% +$3.36M 2.72% 6
2022
Q2 		$7.31M Sell
157,194
-154,534
-50% -$7.8M 1.97% 9
2022
Q1 		$17.3M Sell
311,728
-204,269
-40% -$11.2M 4.46% 3
2021
Q4 		$30.2M Buy
515,997
+109,227
+27% +$6.18M 7.42% 1
2021
Q3 		$21.6M Buy
406,770
+41,076
+11% +$2.23M 10.76% 1
2021
Q2 		$19.4M Sell
365,694
-96,761
-21% -$5.01M 15.49% 1
2021
Q1 		$22.7M Buy
462,455
+462,075
+121,599% +$22.1M 17.71% 1
2020
Q4 		$17.5K Sell
380
-379,459
-100% -$16.5M 14.17% 1
2020
Q3 		$17.5M Sell
379,839
-577,966
-60% -$23.4M 13.83% 1
2020
Q2 		$36.2M Buy
957,805
+780,714
+441% +$27.9M 23.05% 1
2020
Q1 		$5.57M Sell
177,091
-636,744
-78% -$24M 5.66% 4
2019
Q4 		$32.4M Buy
+813,835
New +$31M 25.77% 1

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Blueprint Investment Partners's SPTM Position: Q1 2026 in Review

Blueprint Investment Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 28% in Q1 2026, selling an estimated $23.8M and leaving 757,846 shares worth $59.9M. The position accounts for 6.11% of the portfolio, ranked #3.

Blueprint Investment Partners first reported a position in SPTM in Q4 2019 and has held it in 26 quarters since. The position peaked at $86.3M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Blueprint Investment Partners held 757,846 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $59.9M as of Q1 2026.
  • Blueprint Investment Partners sold 288,689 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $23.8M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 6.11% of Blueprint Investment Partners's portfolio in Q1 2026, its #3 holding.
  • Blueprint Investment Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • Blueprint Investment Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $86.3M in Q4 2025.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.