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Bridgewealth Advisory Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Bridgewealth Advisory Group’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 		$27.4M Buy
301,764
+13,379
+5% +$1.18M 5.17% 6
2026
Q1 		$22.8M Buy
288,385
+23,681
+9% +$1.96M 4.73% 6
2025
Q4 		$21.8M Buy
264,704
+5,371
+2% +$439K 4.82% 6
2025
Q3 		$20.9M Buy
259,333
+10,689
+4% +$831K 4.85% 5
2025
Q2 		$18.6M Buy
248,644
+217,073
+688% +$15.1M 4.73% 5
2025
Q1 		$2.15M Sell
31,571
-194,726
-86% -$13.9M 2.82% 11
2024
Q4 		$16.8M Buy
226,297
+32,943
+17% +$2.37M 4.75% 6
2024
Q3 		$13.5M Buy
193,354
+13,269
+7% +$896K 4.92% 5
2024
Q2 		$11.9M Buy
180,085
+13,952
+8% +$893K 5.29% 5
2024
Q1 		$10.7M Sell
166,133
-9,445
-5% -$576K 5.22% 3
2023
Q4 		$10.3M Sell
175,578
-5,295
-3% -$289K 7.86% 2
2023
Q3 		$9.49M Buy
180,873
+14,894
+9% +$814K 11.66% 2
2023
Q2 		$9.04M Buy
165,979
+43,355
+35% +$2.24M 14.68% 1
2023
Q1 		$6.18M Buy
122,624
+2,004
+2% +$99K 11.4% 2
2022
Q4 		$5.7M Buy
+120,620
New +$5.73M 11.19% 2

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

Bridgewealth Advisory Group's SPTM Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.6% in Q2 2026, buying an estimated $1.18M and bringing the position to 301,764 shares worth $27.4M. The position accounts for 5.17% of the portfolio, ranked #6.

Bridgewealth Advisory Group 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.

  • Bridgewealth Advisory Group held 301,764 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $27.4M as of Q2 2026.
  • Bridgewealth Advisory Group bought 13,379 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.18M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 5.17% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #6 holding.
  • Bridgewealth Advisory Group 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 Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.