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Clark Capital Management Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Clark Capital Management 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
Q1 		$1.07M Buy
13,584
+3,797
+39% +$314K 0.01% 305
2025
Q4 		$807K Sell
9,787
-4,137
-30% -$338K 0.01% 325
2025
Q3 		$1.12M Sell
13,924
-138
-1% -$10.7K 0.01% 286
2025
Q2 		$1.05M Sell
14,062
-2,832
-17% -$197K 0.01% 292
2025
Q1 		$1.15M Buy
16,894
+1,049
+7% +$75.1K 0.01% 286
2024
Q4 		$1.13M Buy
15,845
+6,788
+75% +$488K 0.01% 295
2024
Q3 		$635K Buy
+9,057
New +$612K ﹤0.01% 320

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 $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Clark Capital Management Group's SPTM Position: Q1 2026 in Review

Clark Capital Management Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 39% in Q1 2026, buying an estimated $314K and bringing the position to 13,584 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #305.

Clark Capital Management Group first reported a position in SPTM in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q1 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Clark Capital Management Group held 13,584 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.07M as of Q1 2026.
  • Clark Capital Management Group bought 3,797 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $314K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #305 holding.
  • Clark Capital Management Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • Clark Capital Management Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.15M in Q1 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 Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.