Concord Wealth Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Concord Wealth Partners’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	$50.1K	Buy	+552	New	+$48.6K	0.01%	366
2026 Q1	–	Sell	-552	Closed	-$45.5K	–	705
2025 Q4	$45.5K	Hold	552	–	–	0.01%	338
2025 Q3	$44.5K	Hold	552	–	–	0.01%	352
2025 Q2	$41.3K	Hold	552	–	–	0.01%	371
2025 Q1	$37.5K	Hold	552	–	–	0.01%	359
2024 Q4	$39.4K	Hold	552	–	–	0.01%	368
2024 Q3	$38.7K	Hold	552	–	–	0.01%	370
2024 Q2	$36.6K	Hold	552	–	–	0.01%	347
2024 Q1	$35.4K	Hold	552	–	–	0.01%	404
2023 Q4	$32.3K	Hold	552	–	–	0.01%	419
2023 Q3	$29K	Hold	552	–	–	0.01%	452
2023 Q2	$30.1K	Buy	+552	New	+$28.5K	0.01%	442
2023 Q1	–	Sell	-552	Closed	-$26.1K	–	1205
2022 Q4	$26.1K	Buy	+552	New	+$26.2K	0.01%	483
2022 Q3	–	Sell	-552	Closed	-$26K	–	1007
2022 Q2	$26K	Buy	+552	New	+$27.9K	0.01%	489

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

Concord Wealth Partners's SPTM Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 552 shares worth $50.1K. The stake represents 0.01% of the portfolio and ranks #366 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in SPTM as recently as Q4 2025.

Concord Wealth Partners first reported a position in SPTM in Q2 2022 and has held it in 14 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Concord Wealth Partners held 552 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $50.1K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Concord Wealth Partners position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #366 holding.
Concord Wealth Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2022 and has held it in 14 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 Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.