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

Delap Wealth 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	$7.26M	Sell	80,005 -1,359	-2%	-$120K	2.45%	15
2026 Q1	$6.43M	Sell	81,364 -356	-0.4%	-$29.4K	2.42%	15
2025 Q4	$6.74M	Sell	81,720 -1,678	-2%	-$137K	2.6%	12
2025 Q3	$6.75M	Sell	83,398 -589	-0.7%	-$45.8K	2.84%	12
2025 Q2	$6.29M	Buy	+83,987	New	+$5.83M	3.02%	12

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

Delap Wealth Advisory's SPTM Position: Q2 2026 in Review

Delap Wealth Advisory reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.7% in Q2 2026, selling an estimated $120K and leaving 80,005 shares worth $7.26M. The position accounts for 2.45% of the portfolio, ranked #15.

Delap Wealth Advisory first reported a position in SPTM in Q2 2025 and has held it in 5 quarters since. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Delap Wealth Advisory held 80,005 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $7.26M as of Q2 2026.
Delap Wealth Advisory sold 1,359 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $120K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 2.45% of Delap Wealth Advisory's portfolio in Q2 2026, its #15 holding.
Delap Wealth Advisory first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.