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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
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
LPL Financial San Diego, California $377B AUM 19.32% 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 $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Delap Wealth Advisory's SPTM Position: Q1 2026 in Review

Delap Wealth Advisory reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.44% in Q1 2026, selling an estimated $29.4K and leaving 81,364 shares worth $6.43M. The position accounts for 2.42% of the portfolio, ranked #15.

Delap Wealth Advisory first reported a position in SPTM in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.75M in Q3 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Delap Wealth Advisory held 81,364 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6.43M as of Q1 2026.
  • Delap Wealth Advisory sold 356 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $29.4K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 2.42% of Delap Wealth Advisory's portfolio in Q1 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 4 quarters since.
  • Delap Wealth Advisory's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $6.75M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.