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EP Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

EP Wealth Advisors’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 		$2.64M Buy
29,034
+2,500
+9% +$220K 0.01% 512
2026
Q1 		$2.1M Sell
26,534
-6,684
-20% -$552K 0.01% 468
2025
Q4 		$2.74M Buy
+33,218
New +$2.72M 0.01% 377
2025
Q2 		$1.65M Buy
22,060
+86
+0.4% +$5.97K 0.01% 454
2025
Q1 		$1.49M Sell
21,974
-7
-0% -$501 0.01% 413
2024
Q4 		$1.57M Buy
21,981
+976
+5% +$70.2K 0.01% 397
2024
Q3 		$1.47M Sell
21,005
-479
-2% -$32.3K 0.01% 416
2024
Q2 		$1.43M Sell
21,484
-170
-0.8% -$10.9K 0.02% 331
2024
Q1 		$1.39M Buy
21,654
+170
+0.8% +$10.4K 0.02% 317
2023
Q4 		$1.26M Sell
21,484
-97
-0.4% -$5.3K 0.02% 332
2023
Q3 		$1.13M Sell
21,581
-190,715
-90% -$10.4M 0.02% 307
2023
Q2 		$1.18M Buy
212,296
+179,133
+540% +$9.24M 0.02% 305
2023
Q1 		$2.07M Buy
33,163
+12,888
+64% +$636K 0.04% 219
2022
Q4 		$959K Sell
20,275
-944
-4% -$44.8K 0.02% 289
2022
Q3 		$936K Sell
21,219
-755
-3% -$37K 0.02% 241
2022
Q2 		$1.02M Sell
21,974
-2,705
-11% -$137K 0.02% 255
2022
Q1 		$1.37M Sell
24,679
-26
-0.1% -$1.43K 0.03% 234
2021
Q4 		$1.44M Sell
24,705
-3,456
-12% -$196K 0.03% 216
2021
Q3 		$1.49M Buy
28,161
+4,882
+21% +$266K 0.04% 196
2021
Q2 		$1.23M Buy
23,279
+1,922
+9% +$99.4K 0.03% 225
2021
Q1 		$1.05M Sell
21,357
-25
-0.1% -$1.2K 0.03% 222
2020
Q4 		$985K Sell
21,382
-900
-4% -$39.2K 0.03% 189
2020
Q3 		$911K Sell
22,282
-3,585
-14% -$145K 0.04% 167
2020
Q2 		$977K Sell
25,867
-3,563
-12% -$127K 0.04% 177
2020
Q1 		$926K Sell
29,430
-10,268
-26% -$386K 0.05% 177
2019
Q4 		$1.58M Buy
39,698
+18,878
+91% +$720K 0.07% 147
2019
Q3 		$765K Buy
+20,820
New +$763K 0.04% 190

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

EP Wealth Advisors's SPTM Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 9.4% in Q2 2026, buying an estimated $220K and bringing the position to 29,034 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #512.

EP Wealth Advisors first reported a position in SPTM in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.74M in Q4 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • EP Wealth Advisors held 29,034 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.64M as of Q2 2026.
  • EP Wealth Advisors bought 2,500 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $220K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #512 holding.
  • EP Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2019 and has held it in 27 quarters since.
  • EP Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.74M in Q4 2025.
  • 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.