Client 1st Advisory Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Client 1st Advisory 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	$260K	Sell	2,865 -435	-13%	-$38.3K	0.07%	124
2026 Q1	$261K	Hold	3,300	–	–	0.08%	114
2025 Q4	$272K	Buy	3,300 +653	+25%	+$53.4K	0.09%	118
2025 Q3	$214K	Buy	+2,647	New	+$206K	0.07%	124

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

Client 1st Advisory Group's SPTM Position: Q2 2026 in Review

Client 1st Advisory Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 13% in Q2 2026, selling an estimated $38.3K and leaving 2,865 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #124.

Client 1st Advisory Group first reported a position in SPTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $272K in Q4 2025. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Client 1st Advisory Group held 2,865 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $260K as of Q2 2026.
Client 1st Advisory Group sold 435 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $38.3K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of Client 1st Advisory Group's portfolio in Q2 2026, its #124 holding.
Client 1st Advisory Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
Client 1st Advisory Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $272K in Q4 2025.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.