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

Daymark 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 		$2.08M Sell
22,891
-210
-0.9% -$18.5K 0.05% 243
2026
Q1 		$1.83M Sell
23,101
-51
-0.2% -$4.21K 0.06% 222
2025
Q4 		$1.91M Buy
23,152
+10
+0% +$818 0.06% 200
2025
Q3 		$1.87M Sell
23,142
-24
-0.1% -$1.86K 0.06% 197
2025
Q2 		$1.73M Buy
23,166
+1,546
+7% +$107K 0.07% 192
2025
Q1 		$1.47M Buy
+21,620
New +$1.55M 0.06% 196

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

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

Daymark Wealth Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.91% in Q2 2026, selling an estimated $18.5K and leaving 22,891 shares worth $2.08M. The position accounts for 0.05% of the portfolio, ranked #243.

Daymark Wealth Partners first reported a position in SPTM in Q1 2025 and has held it in 6 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Daymark Wealth Partners held 22,891 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.08M as of Q2 2026.
  • Daymark Wealth Partners sold 210 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $18.5K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Daymark Wealth Partners's portfolio in Q2 2026, its #243 holding.
  • Daymark Wealth Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 6 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 Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.