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

Claro Advisors’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	$2.96M	Buy	37,465 +2,338	+7%	+$193K	0.36%	59
2025 Q4	$2.9M	Buy	35,127 +2,940	+9%	+$240K	0.39%	53
2025 Q3	$2.6M	Sell	32,187 -283	-0.9%	-$22K	0.38%	55
2025 Q2	$2.43M	Sell	32,470 -552	-2%	-$38.3K	0.4%	51
2025 Q1	$2.25M	Buy	33,022 +5,533	+20%	+$396K	0.3%	60
2024 Q4	$1.96M	Buy	27,489 +70	+0.3%	+$5.04K	0.27%	68
2024 Q3	$1.92M	Buy	27,419 +2,179	+9%	+$147K	0.25%	80
2024 Q2	$1.67M	Buy	25,240 +785	+3%	+$50.3K	0.26%	76
2024 Q1	$1.57M	Buy	24,455 +147	+0.6%	+$8.97K	0.27%	74
2023 Q4	$1.42M	Buy	24,308 +567	+2%	+$31K	0.31%	65
2023 Q3	$1.25M	Buy	23,741 +4,368	+23%	+$239K	0.31%	74
2023 Q2	$1.05M	Buy	19,373 +72	+0.4%	+$3.71K	0.26%	87
2023 Q1	$973K	Buy	19,301 +4,618	+31%	+$228K	0.29%	84
2022 Q4	$694K	Buy	14,683 +3,267	+29%	+$155K	0.23%	108
2022 Q3	$531K	Hold	11,416	–	–	0.21%	121
2022 Q2	$531K	Sell	11,416 -222	-2%	-$11.2K	0.21%	121
2022 Q1	$680K	Hold	11,638	–	–	0.24%	104
2021 Q4	$680K	Buy	11,638 +2,911	+33%	+$165K	0.24%	104
2021 Q3	$462K	Buy	+8,727	New	+$475K	0.19%	141

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

Claro Advisors's SPTM Position: Q1 2026 in Review

Claro Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 6.7% in Q1 2026, buying an estimated $193K and bringing the position to 37,465 shares worth $2.96M. The position accounts for 0.36% of the portfolio, ranked #59.

Claro Advisors first reported a position in SPTM in Q3 2021 and has held it in 19 quarters since. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Claro Advisors held 37,465 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.96M as of Q1 2026.
Claro Advisors bought 2,338 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $193K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.36% of Claro Advisors's portfolio in Q1 2026, its #59 holding.
Claro Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and has held it in 19 quarters since.
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 Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.