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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
Q2 		$3.42M Buy
37,673
+208
+0.6% +$18.3K 0.36% 55
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
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

Claro Advisors's SPTM Position: Q2 2026 in Review

Claro Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.56% in Q2 2026, buying an estimated $18.3K and bringing the position to 37,673 shares worth $3.42M. The position accounts for 0.36% of the portfolio, ranked #55.

Claro Advisors first reported a position in SPTM in Q3 2021 and has held it in 20 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Claro Advisors held 37,673 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $3.42M as of Q2 2026.
  • Claro Advisors bought 208 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $18.3K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.36% of Claro Advisors's portfolio in Q2 2026, its #55 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 20 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 Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.