Dynamic Advisor Solutions’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Dynamic Advisor Solutions’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	$831K	Sell	9,157 -7,519	-45%	-$662K	0.02%	530
2026 Q1	$1.32M	Buy	16,676 +5,825	+54%	+$481K	0.04%	403
2025 Q4	$895K	Sell	10,851 -4,269	-28%	-$349K	0.03%	482
2025 Q3	$1.22M	Buy	15,120 +40	+0.3%	+$3.11K	0.04%	419
2025 Q2	$1.13M	Buy	15,080 +6,613	+78%	+$459K	0.03%	419
2025 Q1	$576K	Buy	+8,467	New	+$606K	0.02%	549
2024 Q4	–	Sell	-6,978	Closed	-$489K	–	820
2024 Q3	$489K	Buy	6,978 +513	+8%	+$34.6K	0.01%	622
2024 Q2	$429K	Buy	6,465 +426	+7%	+$27.3K	0.01%	661
2024 Q1	$387K	Buy	6,039 +1,108	+22%	+$67.6K	0.01%	676
2023 Q4	$283K	Sell	4,931 -660	-12%	-$36K	0.01%	736
2023 Q3	$293K	Buy	5,591 +97	+2%	+$5.3K	0.01%	663
2023 Q2	$299K	Buy	+5,494	New	+$283K	0.02%	628
2020 Q2	–	Sell	-7,337	Closed	-$231K	–	586
2020 Q1	$231K	Sell	7,337 -4,418	-38%	-$166K	0.04%	378
2019 Q4	$469K	Sell	11,755 -12,563	-52%	-$479K	0.06%	316
2019 Q3	$893K	Buy	24,318 +7,237	+42%	+$265K	0.14%	185
2019 Q2	$623K	Buy	17,081 +941	+6%	+$33.7K	0.1%	223
2019 Q1	$568K	Buy	16,140 +67	+0.4%	+$2.27K	0.11%	204
2018 Q4	$532K	Buy	+16,073	New	+$537K	0.11%	193

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

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

WFS

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

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Dynamic Advisor Solutions's SPTM Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 45% in Q2 2026, selling an estimated $662K and leaving 9,157 shares worth $831K. The position accounts for 0.02% of the portfolio, ranked #530.

Dynamic Advisor Solutions first reported a position in SPTM in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.32M in Q1 2026. 160 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Dynamic Advisor Solutions held 9,157 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $831K as of Q2 2026.
Dynamic Advisor Solutions sold 7,519 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $662K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #530 holding.
Dynamic Advisor Solutions first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and has held it in 18 quarters since.
Dynamic Advisor Solutions's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.32M in Q1 2026.
160 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.