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

Empower Advisory Group’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 		$229K Buy
+2,519
New +$222K ﹤0.01% 489
2025
Q4 		– Sell
-4,362
Closed -$352K – 545
2025
Q3 		$352K Hold
4,362
– – ﹤0.01% 398
2025
Q2 		$327K Hold
4,362
– – ﹤0.01% 390
2025
Q1 		$297K Sell
4,362
-389
-8% -$27.8K ﹤0.01% 400
2024
Q4 		$339K Buy
4,751
+235
+5% +$16.9K ﹤0.01% 384
2024
Q3 		$316K Buy
4,516
+799
+21% +$54K ﹤0.01% 388
2024
Q2 		$247K Buy
3,717
+16
+0.4% +$1.02K ﹤0.01% 438
2024
Q1 		$237K Buy
+3,701
New +$226K ﹤0.01% 463
2023
Q2 		– Sell
-5,051
Closed -$256K – 497
2023
Q1 		$256K Buy
+5,051
New +$249K ﹤0.01% 421

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group's SPTM Position: Q2 2026 in Review

Empower Advisory Group opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 2,519 shares worth $229K. The stake represents ﹤0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: Empower Advisory Group previously reported a position in SPTM as recently as Q3 2025.

Empower Advisory Group first reported a position in SPTM in Q1 2023 and has held it in 9 quarters since. The position peaked at $352K in Q3 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Empower Advisory Group held 2,519 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $229K as of Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Empower Advisory Group position in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #489 holding.
  • Empower Advisory Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and has held it in 9 quarters since.
  • Empower Advisory Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $352K in Q3 2025.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.