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

Concurrent Investment 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	$1.17M	Buy	12,932 +1,282	+11%	+$113K	0.01%	932
2026 Q1	$921K	Buy	11,650 +7,131	+158%	+$589K	0.01%	906
2025 Q4	$373K	Buy	4,519 +499	+12%	+$40.8K	﹤0.01%	1280
2025 Q3	$324K	Sell	4,020 -385	-9%	-$29.9K	0.01%	1118
2025 Q2	$330K	Sell	4,405 -59	-1%	-$4.09K	0.01%	1019
2025 Q1	$304K	Buy	4,464 +1,066	+31%	+$76.3K	0.01%	921
2024 Q4	$243K	Buy	3,398 +232	+7%	+$16.7K	0.01%	915
2024 Q3	$222K	Buy	+3,166	New	+$214K	0.01%	899
2024 Q1	–	Sell	-20,274	Closed	-$1.19M	–	992
2023 Q4	$1.19M	Buy	+20,274	New	+$1.11M	0.06%	303

Other funds holding SPTM

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KFP

Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Concurrent Investment Advisors's SPTM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 11% in Q2 2026, buying an estimated $113K and bringing the position to 12,932 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #932.

Concurrent Investment Advisors first reported a position in SPTM in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.19M in Q4 2023. 389 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Concurrent Investment Advisors held 12,932 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.17M as of Q2 2026.
Concurrent Investment Advisors bought 1,282 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $113K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #932 holding.
Concurrent Investment Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 9 quarters since.
Concurrent Investment Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.19M in Q4 2023.
389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.