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

Foundations Investment 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 		$929K Sell
10,235
-533
-5% -$46.9K 0.01% 589
2026
Q1 		$851K Buy
10,768
+3,119
+41% +$258K 0.01% 558
2025
Q4 		$631K Sell
7,649
-1,146
-13% -$93.7K 0.01% 632
2025
Q3 		$709K Buy
8,795
+2,257
+35% +$175K 0.01% 560
2025
Q2 		$490K Buy
6,538
+1,287
+25% +$89.3K 0.01% 586
2025
Q1 		$357K Sell
5,251
-496
-9% -$35.5K 0.01% 659
2024
Q4 		$411K Sell
5,747
-395
-6% -$28.4K 0.01% 582
2024
Q3 		$430K Sell
6,142
-35,119
-85% -$2.37M 0.01% 551
2024
Q2 		$2.74M Sell
41,261
-142,483
-78% -$9.12M 0.07% 211
2024
Q1 		$11.8M Buy
183,744
+12,791
+7% +$781K 0.31% 68
2023
Q4 		$10.2M Buy
170,953
+12,587
+8% +$687K 0.28% 72
2023
Q3 		$8.31M Sell
158,366
-6,020
-4% -$329K 0.26% 76
2023
Q2 		$8.95M Buy
164,386
+8,001
+5% +$413K 0.3% 62
2023
Q1 		$7.89M Buy
156,385
+17,593
+13% +$869K 0.28% 63
2022
Q4 		$6.56M Buy
138,792
+7,456
+6% +$354K 0.26% 54
2022
Q3 		$5.79M Sell
131,336
-9,652
-7% -$473K 0.25% 49
2022
Q2 		$6.65M Buy
140,988
+11,274
+9% +$569K 0.28% 43
2022
Q1 		$7M Buy
129,714
+7,636
+6% +$419K 0.27% 35
2021
Q4 		$7.07M Buy
122,078
+8,845
+8% +$501K 0.27% 29
2021
Q3 		$6.06M Buy
113,233
+10,598
+10% +$577K 0.26% 32
2021
Q2 		$5.52M Buy
102,635
+10,205
+11% +$528K 0.26% 39
2021
Q1 		$4.66M Buy
92,430
+9,222
+11% +$441K 0.27% 38
2020
Q4 		$3.92M Buy
83,208
+2,261
+3% +$98.5K 0.26% 28
2020
Q3 		$3.31M Buy
80,947
+4,146
+5% +$168K 0.73% 22
2020
Q2 		$2.93M Buy
76,801
+11,784
+18% +$421K 0.26% 33
2020
Q1 		$1.95M Buy
65,017
+15,872
+32% +$597K 0.23% 22
2019
Q4 		$1.97M Buy
49,145
+7,726
+19% +$295K 0.24% 35
2019
Q3 		$1.49M Buy
+41,419
New +$1.52M 0.2% 44

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

Foundations Investment Advisors's SPTM Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.9% in Q2 2026, selling an estimated $46.9K and leaving 10,235 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #589.

Foundations Investment Advisors first reported a position in SPTM in Q3 2019 and has held it in 28 quarters since. The position peaked at $11.8M in Q1 2024. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Foundations Investment Advisors held 10,235 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $929K as of Q2 2026.
  • Foundations Investment Advisors sold 533 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $46.9K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #589 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2019 and has held it in 28 quarters since.
  • Foundations Investment Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $11.8M in Q1 2024.
  • 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 Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.