Dynamic Advisor Solutions
SPTM icon

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
Q3 		$556K Sell
6,038
-3,119
-34% -$287K 0.02% 631
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

PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
ARS Wealth Advisors Group
ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $538M AUM 14.71% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Legacy Private Trust
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
Boston Standard Wealth Management
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
FPFC
Financial Planning Fort Collins Fort Collins, Colorado $137M AUM 12.62% 1-Year Est. Return

Dynamic Advisor Solutions's SPTM Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 34% in Q3 2026, selling an estimated $287K and leaving 6,038 shares worth $556K. The position accounts for 0.02% of the portfolio, ranked #631.

Dynamic Advisor Solutions first reported a position in SPTM in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.32M in Q1 2026. 162 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Dynamic Advisor Solutions held 6,038 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $556K as of Q3 2026.
  • Dynamic Advisor Solutions sold 3,119 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $287K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #631 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 19 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.
  • 162 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.