Focus Partners Wealth
SPTM icon

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

Focus Partners Wealth’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 		$35.7M Sell
393,156
-6,513
-2% -$573K 0.04% 384
2026
Q1 		$31.6M Buy
399,669
+1,538
+0.4% +$127K 0.04% 387
2025
Q4 		$32.8M Sell
398,131
-6,755
-2% -$552K 0.04% 375
2025
Q3 		$32.7M Buy
404,886
+19,478
+5% +$1.51M 0.05% 291
2025
Q2 		$28.9M Buy
385,408
+323,495
+522% +$22.5M 0.06% 279
2025
Q1 		$4.21M Buy
61,913
+14,397
+30% +$1.03M 0.01% 676
2024
Q4 		$3.39M Buy
47,516
+1,712
+4% +$123K 0.01% 723
2024
Q3 		$3.21M Buy
45,804
+36,357
+385% +$2.46M 0.01% 667
2024
Q2 		$627K Buy
9,447
+1,605
+20% +$103K ﹤0.01% 901
2024
Q1 		$503K Buy
7,842
+3,613
+85% +$220K ﹤0.01% 723
2023
Q4 		$247K Buy
+4,229
New +$231K ﹤0.01% 710

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 Wealth's SPTM Position: Q2 2026 in Review

Focus Partners Wealth reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.6% in Q2 2026, selling an estimated $573K and leaving 393,156 shares worth $35.7M. The position accounts for 0.04% of the portfolio, ranked #384.

Focus Partners Wealth first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Focus Partners Wealth held 393,156 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $35.7M as of Q2 2026.
  • Focus Partners Wealth sold 6,513 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $573K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of Focus Partners Wealth's portfolio in Q2 2026, its #384 holding.
  • Focus Partners Wealth first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 11 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 Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.