Congress Asset Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Congress Asset Management’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	–	Sell	-6,213	Closed	-$491K	–	431
2026 Q1	$491K	Buy	6,213 +3,782	+156%	+$312K	﹤0.01%	382
2025 Q4	$201K	Sell	2,431 -347	-12%	-$28.4K	﹤0.01%	380
2025 Q3	$224K	Buy	+2,778	New	+$216K	﹤0.01%	385
2025 Q1	–	Sell	-8,383	Closed	-$599K	–	401
2024 Q4	$599K	Buy	+8,383	New	+$603K	﹤0.01%	337
2024 Q1	–	Sell	-42,818	Closed	-$2.5M	–	375
2023 Q4	$2.5M	Buy	42,818 +36,228	+550%	+$1.98M	0.02%	285
2023 Q3	$346K	Buy	+6,590	New	+$360K	﹤0.01%	351
2023 Q1	–	Sell	-6,785	Closed	-$321K	–	386
2022 Q4	$321K	Buy	+6,785	New	+$322K	﹤0.01%	360
2020 Q1	–	Sell	-8,531	Closed	-$340K	–	352
2019 Q4	$340K	Buy	+8,531	New	+$325K	﹤0.01%	325
2019 Q1	–	Sell	-14,684	Closed	-$454K	–	368
2018 Q4	$454K	Buy	+14,684	New	+$490K	0.01%	332

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Congress Asset Management's SPTM Position: Q2 2026 in Review

Congress Asset Management sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026, closing a stake of 6,213 shares — an estimated $491K sold.

Congress Asset Management first reported a position in SPTM in Q4 2018 and held it in 9 quarters. The position peaked at $2.5M in Q4 2023. 406 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Congress Asset Management reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Congress Asset Management sold 6,213 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $491K.
Congress Asset Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and held it in 9 quarters.
Congress Asset Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.5M in Q4 2023.
406 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.