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

Diversify Advisory Services’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	$505K	Buy	+5,621	New	+$495K	0.01%	859
2026 Q1	–	Sell	-4,793	Closed	-$403K	–	772
2025 Q4	$403K	Sell	4,793 -73	-2%	-$5.97K	0.01%	671
2025 Q3	$402K	Buy	4,866 +701	+17%	+$54.5K	0.01%	627
2025 Q2	$324K	Buy	4,165 +76	+2%	+$5.27K	0.01%	664
2025 Q1	$275K	Buy	4,089 +25	+0.6%	+$1.79K	0.02%	522
2024 Q4	$288K	Buy	4,064 +328	+9%	+$23.6K	0.02%	491
2024 Q3	$266K	Buy	+3,736	New	+$252K	0.01%	528

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

Diversify Advisory Services's SPTM Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 5,621 shares worth $505K. The stake represents 0.01% of the portfolio and ranks #859 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in SPTM as recently as Q4 2025.

Diversify Advisory Services first reported a position in SPTM in Q3 2024 and has held it in 7 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Diversify Advisory Services held 5,621 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $505K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Diversify Advisory Services position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #859 holding.
Diversify Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
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 Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.