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

Diversified Trust’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	$1.87M	Hold	20,625	–	–	0.03%	291
2026 Q1	$1.63M	Buy	20,625 +2	+0%	+$165	0.03%	312
2025 Q4	$1.7M	Hold	20,623	–	–	0.03%	294
2025 Q3	$1.66M	Hold	20,623	–	–	0.03%	291
2025 Q2	$1.54M	Buy	+20,623	New	+$1.43M	0.03%	289

Other funds holding SPTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Diversified Trust's SPTM Position: Q2 2026 in Review

Diversified Trust held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 20,625 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #291.

Diversified Trust first reported a position in SPTM in Q2 2025 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Diversified Trust held 20,625 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.87M as of Q2 2026.
Diversified Trust 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 0.03% of Diversified Trust's portfolio in Q2 2026, its #291 holding.
Diversified Trust 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.
217 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.