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F/M Investments’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

F/M Investments’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 		$306K Sell
3,370
-212
-6% -$18.7K 0.02% 308
2026
Q1 		$283K Hold
3,582
– – 0.02% 294
2025
Q4 		$295K Hold
3,582
– – 0.01% 382
2025
Q3 		$289K Sell
3,582
-1,469
-29% -$114K 0.01% 377
2025
Q2 		$379K Hold
5,051
– – 0.01% 349
2025
Q1 		$343K Buy
5,051
+435
+9% +$31.1K 0.01% 351
2024
Q4 		$330K Buy
4,616
+458
+11% +$33K 0.01% 348
2024
Q3 		$290K Buy
+4,158
New +$281K 0.01% 315
2024
Q2 		– Sell
-3,993
Closed -$256K – 337
2024
Q1 		$256K Hold
3,993
– – 0.17% 60
2023
Q4 		$233K Buy
3,993
+19
+0.5% +$1.04K 0.13% 75
2023
Q3 		$209K Sell
3,974
-3,402
-46% -$186K 0.16% 70
2023
Q2 		$402K Buy
7,376
+1,892
+35% +$97.6K 0.3% 55
2023
Q1 		$277K Sell
5,484
-831
-13% -$41K 0.28% 46
2022
Q4 		$299K Buy
+6,315
New +$300K 0.36% 45
2022
Q3 		– Sell
-5,082
Closed -$269K – 80
2022
Q2 		$269K Sell
5,082
-9,650
-66% -$487K 0.21% 51
2022
Q1 		$819K Hold
14,732
– – 0.66% 35
2021
Q4 		$861K Buy
14,732
+3,401
+30% +$192K 0.63% 37
2021
Q3 		$602K Buy
11,331
+6,249
+123% +$340K 0.43% 46
2021
Q2 		$269K Buy
+5,082
New +$263K 0.21% 51
2021
Q1 		– Sell
-6,459
Closed -$298K – 99
2020
Q4 		$298K Buy
+6,459
New +$282K 0.26% 42

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

F/M Investments's SPTM Position: Q2 2026 in Review

F/M Investments reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.9% in Q2 2026, selling an estimated $18.7K and leaving 3,370 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #308.

F/M Investments first reported a position in SPTM in Q4 2020 and has held it in 20 quarters since. The position peaked at $861K in Q4 2021. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • F/M Investments held 3,370 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $306K as of Q2 2026.
  • F/M Investments sold 212 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $18.7K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of F/M Investments's portfolio in Q2 2026, its #308 holding.
  • F/M Investments first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
  • F/M Investments's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $861K in Q4 2021.
  • 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 F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.