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Continuum Advisory’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Continuum Advisory’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 		$1.14M Sell
12,576
-121
-1% -$10.6K 0.09% 192
2026
Q1 		$1M Sell
12,697
-250
-2% -$20.6K 0.1% 196
2025
Q4 		$1.07M Sell
12,947
-236
-2% -$19.3K 0.11% 179
2025
Q3 		$1.06M Sell
13,183
-355
-3% -$27.6K 0.11% 169
2025
Q2 		$1.01M Sell
13,538
-29
-0.2% -$2.01K 0.12% 168
2025
Q1 		$923K Sell
13,567
-487
-3% -$34.9K 0.12% 158
2024
Q4 		$1M Buy
14,054
+3,563
+34% +$256K 0.13% 149
2024
Q3 		$761K Sell
10,491
-555
-5% -$37.5K 0.1% 192
2024
Q2 		$733K Sell
11,046
-259
-2% -$16.6K 0.11% 183
2024
Q1 		$721K Sell
11,305
-217
-2% -$13.2K 0.11% 188
2023
Q4 		$673K Sell
11,522
-2,008
-15% -$110K 0.1% 236
2023
Q3 		$710K Buy
13,530
+177
+1% +$9.67K 0.11% 212
2023
Q2 		$727K Buy
13,353
+886
+7% +$45.7K 0.12% 213
2023
Q1 		$629K Sell
12,467
-1,166
-9% -$57.6K 0.11% 227
2022
Q4 		$645K Buy
13,633
+714
+6% +$33.9K 0.12% 213
2022
Q3 		$570K Buy
12,919
+2,488
+24% +$122K 0.1% 216
2022
Q2 		$485K Sell
10,431
-376
-3% -$19K 0.09% 253
2022
Q1 		$549K Sell
10,807
-465
-4% -$25.5K 0.1% 229
2021
Q4 		$659K Sell
11,272
-174
-2% -$9.85K 0.15% 150
2021
Q3 		$607K Buy
11,446
+396
+4% +$21.5K 0.16% 136
2021
Q2 		$585K Buy
11,050
+1,030
+10% +$53.3K 0.18% 127
2021
Q1 		$516K Buy
10,020
+1,939
+24% +$92.7K 0.21% 96
2020
Q4 		$372K Buy
8,081
+67
+0.8% +$2.92K 0.17% 107
2020
Q3 		$330K Sell
8,014
-59
-0.7% -$2.39K 0.18% 110
2020
Q2 		$307K Buy
+8,073
New +$289K 0.19% 103
2020
Q1 		– Sell
-6,869
Closed -$274K – 158
2019
Q4 		$274K Buy
6,869
+642
+10% +$24.5K 0.16% 111
2019
Q3 		$226K Buy
6,227
+669
+12% +$24.5K 0.15% 114
2019
Q2 		$204K Buy
+5,558
New +$199K 0.14% 118

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

Continuum Advisory's SPTM Position: Q2 2026 in Review

Continuum Advisory reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.95% in Q2 2026, selling an estimated $10.6K and leaving 12,576 shares worth $1.14M. The position accounts for 0.09% of the portfolio, ranked #192.

Continuum Advisory first reported a position in SPTM in Q2 2019 and has held it in 28 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Continuum Advisory held 12,576 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.14M as of Q2 2026.
  • Continuum Advisory sold 121 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $10.6K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.09% of Continuum Advisory's portfolio in Q2 2026, its #192 holding.
  • Continuum Advisory first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2019 and has held it in 28 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 Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.