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Focus Partners Advisor Solutions’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Focus Partners Advisor Solutions’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 		$28.4M Buy
312,542
+6,780
+2% +$597K 0.24% 54
2026
Q1 		$24.2M Sell
305,762
-11,851
-4% -$979K 0.24% 53
2025
Q4 		$26.2M Buy
317,613
+104,362
+49% +$8.53M 0.32% 45
2025
Q3 		$17.2M Sell
213,251
-91,786
-30% -$7.13M 0.2% 73
2025
Q2 		$22.8M Buy
305,037
+250,015
+454% +$17.4M 0.3% 47
2025
Q1 		$3.74M Sell
55,022
-2,059
-4% -$147K 0.06% 160
2024
Q4 		$4.08M Buy
57,081
+16,132
+39% +$1.16M 0.07% 143
2024
Q3 		$2.87M Sell
40,949
-12,408
-23% -$838K 0.06% 148
2024
Q2 		$3.54M Sell
53,357
-185
-0.3% -$11.8K 0.09% 111
2024
Q1 		$3.43M Buy
53,542
+26,034
+95% +$1.59M 0.1% 109
2023
Q4 		$1.61M Buy
27,508
+3,489
+15% +$191K 0.08% 119
2023
Q3 		$1.26M Sell
24,019
-1,364
-5% -$74.5K 0.06% 149
2023
Q2 		$1.38M Buy
25,383
+1,404
+6% +$72.4K 0.08% 109
2023
Q1 		$1.21M Sell
23,979
-446
-2% -$22K 0.08% 110
2022
Q4 		$1.16M Sell
24,425
-5,977
-20% -$284K 0.09% 119
2022
Q3 		$1.34M Buy
30,402
+12,486
+70% +$611K 0.08% 121
2022
Q2 		$834K Buy
17,916
+9,199
+106% +$464K 0.07% 134
2022
Q1 		$484K Sell
8,717
-4,664
-35% -$256K 0.05% 178
2021
Q4 		$782K Buy
+13,381
New +$757K 0.16% 49

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

Focus Partners Advisor Solutions's SPTM Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.2% in Q2 2026, buying an estimated $597K and bringing the position to 312,542 shares worth $28.4M. The position accounts for 0.24% of the portfolio, ranked #54.

Focus Partners Advisor Solutions first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Focus Partners Advisor Solutions held 312,542 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $28.4M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 6,780 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $597K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.24% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #54 holding.
  • Focus Partners Advisor Solutions first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.