EH
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Equitable Holdings’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Equitable Holdings’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 		$40.7M Sell
448,617
-783
-0.2% -$68.9K 0.24% 94
2026
Q1 		$37.1M Buy
449,400
+59,141
+15% +$4.88M 0.24% 96
2025
Q4 		$32.2M Buy
390,259
+9,735
+3% +$796K 0.22% 100
2025
Q3 		$30.7M Buy
380,524
+14,171
+4% +$1.1M 0.23% 97
2025
Q2 		$27.4M Buy
366,353
+13,182
+4% +$915K 0.23% 94
2025
Q1 		$24M Buy
353,171
+16,456
+5% +$1.18M 0.23% 96
2024
Q4 		$24.1M Buy
336,715
+4,771
+1% +$343K 0.23% 94
2024
Q3 		$23.3M Buy
331,944
+21,217
+7% +$1.43M 0.23% 93
2024
Q2 		$20.6M Buy
310,727
+9,882
+3% +$633K 0.22% 89
2024
Q1 		$19.3M Buy
300,845
+21,220
+8% +$1.29M 0.22% 91
2023
Q4 		$16.3M Buy
279,625
+83,332
+42% +$4.55M 0.2% 94
2023
Q3 		$10.3M Sell
196,293
-64,486
-25% -$3.52M 0.15% 121
2023
Q2 		$14.2M Buy
260,779
+6,188
+2% +$319K 0.2% 93
2023
Q1 		$12.8M Sell
254,591
-81,154
-24% -$4.01M 0.21% 94
2022
Q4 		$15.9M Sell
335,745
-1,545
-0.5% -$73.4K 0.28% 78
2022
Q3 		$14.9M Buy
337,290
+69,779
+26% +$3.42M 0.29% 73
2022
Q2 		$12.4M Sell
267,511
-62,990
-19% -$3.18M 0.24% 83
2022
Q1 		$18.4M Buy
330,501
+15,892
+5% +$871K 0.3% 68
2021
Q4 		$18.4M Buy
314,609
+86,768
+38% +$4.91M 0.29% 64
2021
Q3 		$12.1M Buy
227,841
+29,890
+15% +$1.63M 0.21% 80
2021
Q2 		$10.5M Buy
197,951
+87,195
+79% +$4.51M 0.18% 84
2021
Q1 		$5.45M Buy
110,756
+42,524
+62% +$2.03M 0.12% 128
2020
Q4 		$3.15M Buy
68,232
+768
+1% +$33.5K 0.07% 169
2020
Q3 		$2.76M Buy
67,464
+27
+0% +$1.09K 0.07% 165
2020
Q2 		$2.55M Sell
67,437
-363
-0.5% -$13K 0.07% 169
2020
Q1 		$2.13M Sell
67,800
-4,254
-6% -$160K 0.08% 158
2019
Q4 		$2.87M Buy
+72,054
New +$2.75M 0.08% 140

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

Equitable Holdings's SPTM Position: Q2 2026 in Review

Equitable Holdings reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.17% in Q2 2026, selling an estimated $68.9K and leaving 448,617 shares worth $40.7M. The position accounts for 0.24% of the portfolio, ranked #94.

Equitable Holdings first reported a position in SPTM in Q4 2019 and has held it in 27 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Equitable Holdings held 448,617 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $40.7M as of Q2 2026.
  • Equitable Holdings sold 783 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $68.9K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.24% of Equitable Holdings's portfolio in Q2 2026, its #94 holding.
  • Equitable Holdings first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 27 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 Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.