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

Cary Street 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 Q2	$6.69M	Sell	73,659 -993	-1%	-$87.4K	0.15%	155
2026 Q1	$5.9M	Sell	74,652 -4,134	-5%	-$341K	0.15%	152
2025 Q4	$6.5M	Sell	78,786 -1,406	-2%	-$115K	0.16%	142
2025 Q3	$6.47M	Sell	80,192 -2,167	-3%	-$168K	0.17%	140
2025 Q2	$6.17M	Sell	82,359 -1,642	-2%	-$114K	0.17%	140
2025 Q1	$5.71M	Sell	84,001 -1,698	-2%	-$122K	0.18%	131
2024 Q4	$6.12M	Buy	+85,699	New	+$6.17M	0.2%	114

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

Cary Street Partners's SPTM Position: Q2 2026 in Review

Cary Street Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.3% in Q2 2026, selling an estimated $87.4K and leaving 73,659 shares worth $6.69M. The position accounts for 0.15% of the portfolio, ranked #155.

Cary Street Partners first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Cary Street Partners held 73,659 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6.69M as of Q2 2026.
Cary Street Partners sold 993 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $87.4K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.15% of Cary Street Partners's portfolio in Q2 2026, its #155 holding.
Cary Street Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 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 Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.