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

FSA 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
Q1 		$247K Sell
3,119
-324
-9% -$26.8K 0.16% 168
2025
Q4 		$290K Buy
+3,443
New +$282K 0.2% 133
2025
Q3 		– Sell
-2,791
Closed -$209K – 176
2025
Q2 		$209K Buy
+2,791
New +$194K 0.17% 165
2024
Q4 		– Sell
-3,079
Closed -$214K – 169
2024
Q3 		$214K Sell
3,079
-74
-2% -$5K 0.21% 131
2024
Q2 		$208K Buy
+3,153
New +$202K 0.22% 126

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

FSA Advisors's SPTM Position: Q1 2026 in Review

FSA Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 9.4% in Q1 2026, selling an estimated $26.8K and leaving 3,119 shares worth $247K. The position accounts for 0.16% of the portfolio, ranked #168.

FSA Advisors first reported a position in SPTM in Q2 2024 and has held it in 5 quarters since. The position peaked at $290K in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • FSA Advisors held 3,119 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $247K as of Q1 2026.
  • FSA Advisors sold 324 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $26.8K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.16% of FSA Advisors's portfolio in Q1 2026, its #168 holding.
  • FSA 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 5 quarters since.
  • FSA Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $290K in Q4 2025.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.