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

EverSource 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	$510K	Buy	5,616 +20	+0.4%	+$1.76K	0.02%	561
2026 Q1	$442K	Sell	5,596 -48	-0.9%	-$3.96K	0.01%	649
2025 Q4	$466K	Sell	5,644 -1,469	-21%	-$120K	0.02%	567
2025 Q3	$574K	Sell	7,113 -3,144	-31%	-$244K	0.02%	453
2025 Q2	$768K	Sell	10,257 -770	-7%	-$53.4K	0.03%	341
2025 Q1	$750K	Buy	11,027 +10,358	+1,548%	+$741K	0.04%	300
2024 Q4	$47.8K	Buy	+669	New	+$48.1K	﹤0.01%	1210
2024 Q3	–	Sell	-107	Closed	-$7.22K	–	3121
2024 Q2	$7.22K	Buy	+107	New	+$6.85K	﹤0.01%	2045

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

EverSource Wealth Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.36% in Q2 2026, buying an estimated $1.76K and bringing the position to 5,616 shares worth $510K. The position accounts for 0.02% of the portfolio, ranked #561.

EverSource Wealth Advisors first reported a position in SPTM in Q2 2024 and has held it in 8 quarters since. The position peaked at $768K in Q2 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

EverSource Wealth Advisors held 5,616 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $510K as of Q2 2026.
EverSource Wealth Advisors bought 20 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.76K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #561 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $768K in Q2 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.