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

Evercore Wealth Management’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 		$6.05M Buy
66,631
+14,023
+27% +$1.23M 0.09% 97
2026
Q1 		$4.16M Buy
52,608
+4,526
+9% +$374K 0.07% 111
2025
Q4 		$3.97M Buy
48,082
+33,954
+240% +$2.78M 0.06% 119
2025
Q3 		$1.14M Buy
14,128
+4,061
+40% +$316K 0.02% 210
2025
Q2 		$754K Buy
10,067
+3,956
+65% +$275K 0.01% 236
2025
Q1 		$416K Buy
+6,111
New +$437K 0.01% 295

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

Evercore Wealth Management's SPTM Position: Q2 2026 in Review

Evercore Wealth Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 27% in Q2 2026, buying an estimated $1.23M and bringing the position to 66,631 shares worth $6.05M. The position accounts for 0.09% of the portfolio, ranked #97.

Evercore Wealth Management first reported a position in SPTM in Q1 2025 and has held it in 6 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Evercore Wealth Management held 66,631 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6.05M as of Q2 2026.
  • Evercore Wealth Management bought 14,023 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.23M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.09% of Evercore Wealth Management's portfolio in Q2 2026, its #97 holding.
  • Evercore Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 6 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 Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.