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

Gateway Wealth Partners’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	$16M	Sell	176,685 -149,412	-46%	-$13.1M	0.96%	11
2026 Q1	$25.8M	Buy	326,097 +173,117	+113%	+$14.3M	1%	11
2025 Q4	$12.6M	Buy	152,980 +17,168	+13%	+$1.4M	1.4%	11
2025 Q3	$11M	Buy	135,812 +90,710	+201%	+$7.05M	1.48%	8
2025 Q2	$3.38M	Buy	45,102 +40,938	+983%	+$2.84M	0.64%	45
2025 Q1	$283K	Sell	4,164 -639	-13%	-$45.7K	0.06%	260
2024 Q4	$343K	Sell	4,803 -651	-12%	-$46.8K	0.09%	211
2024 Q3	$382K	Sell	5,454 -571	-9%	-$38.6K	0.11%	178
2024 Q2	$400K	Sell	6,025 -1,333	-18%	-$85.3K	0.12%	167
2024 Q1	$472K	Sell	7,358 -2,173	-23%	-$133K	0.17%	120
2023 Q4	$557K	Sell	9,531 -26,134	-73%	-$1.43M	0.22%	99
2023 Q3	$1.87M	Sell	35,665 -756	-2%	-$41.3K	0.34%	58
2023 Q2	$1.98M	Sell	36,421 -912	-2%	-$47.1K	0.35%	56
2023 Q1	$1.88M	Buy	37,333 +5	+0%	+$247	0.29%	59
2022 Q4	$1.77M	Buy	+37,328	New	+$1.77M	0.3%	49

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

Gateway Wealth Partners's SPTM Position: Q2 2026 in Review

Gateway Wealth Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 46% in Q2 2026, selling an estimated $13.1M and leaving 176,685 shares worth $16M. The position accounts for 0.96% of the portfolio, ranked #11.

Gateway Wealth Partners first reported a position in SPTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.8M in Q1 2026. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Gateway Wealth Partners held 176,685 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $16M as of Q2 2026.
Gateway Wealth Partners sold 149,412 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $13.1M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.96% of Gateway Wealth Partners's portfolio in Q2 2026, its #11 holding.
Gateway Wealth Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Gateway Wealth Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $25.8M in Q1 2026.
777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.