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

GHP 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	$44.9K	Buy	494 +1	+0.2%	+$88	﹤0.01%	580
2026 Q1	$39K	Buy	493 +2	+0.4%	+$165	﹤0.01%	581
2025 Q4	$40.5K	Buy	491 +1	+0.2%	+$82	﹤0.01%	553
2025 Q3	$39.5K	Buy	490 +1	+0.2%	+$78	﹤0.01%	550
2025 Q2	$36.6K	Buy	489 +2	+0.4%	+$139	﹤0.01%	549
2025 Q1	$33.1K	Buy	487 +2	+0.4%	+$143	﹤0.01%	542
2024 Q4	$34.7K	Buy	485 +1	+0.2%	+$72	﹤0.01%	537
2024 Q3	$33.9K	Buy	484 +2	+0.4%	+$135	﹤0.01%	555
2024 Q2	$32K	Buy	482 +1	+0.2%	+$64	﹤0.01%	543
2024 Q1	$30.8K	Buy	481 +2	+0.4%	+$122	﹤0.01%	541
2023 Q4	$28K	Buy	479 +2	+0.4%	+$109	﹤0.01%	539
2023 Q3	$25.2K	Buy	477 +2	+0.4%	+$109	﹤0.01%	579
2023 Q2	$26K	Buy	475 +2	+0.4%	+$103	﹤0.01%	565
2023 Q1	$23.9K	Buy	473 +1	+0.2%	+$49	﹤0.01%	566
2022 Q4	$22.3K	Buy	472 +3	+0.6%	+$143	﹤0.01%	568
2022 Q3	$21K	Buy	469 +2	+0.4%	+$98	﹤0.01%	573
2022 Q2	$22K	Buy	467 +2	+0.4%	+$101	﹤0.01%	572
2022 Q1	$26K	Buy	+465	New	+$25.5K	﹤0.01%	582

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

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

GHP Investment Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.2% in Q2 2026, buying an estimated $88 and bringing the position to 494 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #580.

GHP Investment Advisors first reported a position in SPTM in Q1 2022 and has held it in 18 quarters since. 779 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

GHP Investment Advisors held 494 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $44.9K as of Q2 2026.
GHP Investment Advisors bought 1 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share in Q2 2026, an estimated $88.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #580 holding.
GHP Investment Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
779 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.