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 Q2	$243K	Sell	2,680 -439	-14%	-$38.6K	0.11%	229
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

FSA Advisors's SPTM Position: Q2 2026 in Review

FSA Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 14% in Q2 2026, selling an estimated $38.6K and leaving 2,680 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #229.

FSA Advisors first reported a position in SPTM in Q2 2024 and has held it in 6 quarters since. The position peaked at $290K in Q4 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

FSA Advisors held 2,680 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $243K as of Q2 2026.
FSA Advisors sold 439 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $38.6K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.11% of FSA Advisors's portfolio in Q2 2026, its #229 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 6 quarters since.
FSA Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $290K in Q4 2025.
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 FSA Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.