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

Crewe 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	$4.99K	Hold	55	–	–	﹤0.01%	882
2026 Q1	$4.35K	Hold	55	–	–	﹤0.01%	801
2025 Q4	$4.54K	Buy	+55	New	+$4.5K	﹤0.01%	742
2025 Q3	–	Sell	-469	Closed	-$35.1K	–	1051
2025 Q2	$35.1K	Buy	+469	New	+$32.5K	0.01%	314
2020 Q1	–	Sell	-86	Closed	-$3K	–	237
2019 Q4	$3K	Sell	86 -327	-79%	-$12.5K	﹤0.01%	227
2019 Q3	$15K	Hold	413	–	–	0.01%	171
2019 Q2	$15K	Sell	413 -80	-16%	-$2.87K	﹤0.01%	198
2019 Q1	$17K	Sell	493 -46,121	-99%	-$1.56M	0.01%	166
2018 Q4	$1.44M	Buy	+46,614	New	+$1.56M	0.46%	18

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

Crewe Advisors's SPTM Position: Q2 2026 in Review

Crewe Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 55 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #882.

Crewe Advisors first reported a position in SPTM in Q4 2018 and has held it in 9 quarters since. The position peaked at $1.44M in Q4 2018. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Crewe Advisors held 55 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.99K as of Q2 2026.
Crewe Advisors left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #882 holding.
Crewe Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and has held it in 9 quarters since.
Crewe Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.44M in Q4 2018.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.