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

Chicago Partners Investment 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 		$2.25M Buy
25,032
+1,090
+5% +$95.9K 0.04% 323
2026
Q1 		$2.07M Buy
23,942
+152
+0.6% +$12.6K 0.05% 316
2025
Q4 		$1.99M Buy
23,790
+57
+0.2% +$4.66K 0.05% 292
2025
Q3 		$1.97M Buy
23,733
+622
+3% +$48.3K 0.05% 281
2025
Q2 		$1.78M Buy
23,111
+138
+0.6% +$9.58K 0.05% 278
2025
Q1 		$1.57M Buy
22,973
+167
+0.7% +$12K 0.05% 272
2024
Q4 		$1.64M Buy
22,806
+75
+0.3% +$5.4K 0.05% 256
2024
Q3 		$1.6M Sell
22,731
-322
-1% -$21.7K 0.06% 254
2024
Q2 		$1.53M Buy
23,053
+883
+4% +$56.5K 0.06% 251
2024
Q1 		$1.37M Buy
22,170
+323
+1% +$19.7K 0.06% 261
2023
Q4 		$1.3M Sell
21,847
-343
-2% -$18.7K 0.06% 263
2023
Q3 		$1.14M Buy
22,190
+1,026
+5% +$56.1K 0.06% 265
2023
Q2 		$1.17M Buy
21,164
+272
+1% +$14K 0.06% 268
2023
Q1 		$1.06M Buy
20,892
+804
+4% +$39.7K 0.06% 261
2022
Q4 		$1.03M Sell
20,088
-221
-1% -$10.5K 0.06% 262
2022
Q3 		$956K Buy
20,309
+2,899
+17% +$142K 0.07% 244
2022
Q2 		$885K Buy
17,410
+685
+4% +$34.6K 0.06% 245
2022
Q1 		$809K Buy
16,725
+1,099
+7% +$60.3K 0.06% 234
2021
Q4 		$845K Buy
15,626
+868
+6% +$49.1K 0.06% 245
2021
Q3 		$846K Buy
14,758
+419
+3% +$22.8K 0.06% 249
2021
Q2 		$779K Buy
+14,339
New +$742K 0.06% 250

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

Chicago Partners Investment Group's SPTM Position: Q2 2026 in Review

Chicago Partners Investment 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 $95.9K and bringing the position to 25,032 shares worth $2.25M. The position accounts for 0.04% of the portfolio, ranked #323.

Chicago Partners Investment Group first reported a position in SPTM in Q2 2021 and has held it in 21 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Chicago Partners Investment Group held 25,032 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.25M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,090 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $95.9K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of Chicago Partners Investment Group's portfolio in Q2 2026, its #323 holding.
  • Chicago Partners Investment Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.