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Gladstone Institutional Advisory’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-2,576
Closed -$213K – 884
2025
Q4 		$213K Sell
2,576
-2,488
-49% -$203K 0.01% 743
2025
Q3 		$408K Sell
5,064
-1,299
-20% -$101K 0.02% 576
2025
Q2 		$477K Sell
6,363
-546
-8% -$37.9K 0.02% 507
2025
Q1 		$470K Sell
6,909
-286
-4% -$20.5K 0.02% 483
2024
Q4 		$514K Buy
7,195
+775
+12% +$55.8K 0.02% 467
2024
Q3 		$450K Buy
6,420
+789
+14% +$53.3K 0.02% 480
2024
Q2 		$374K Sell
5,631
-505
-8% -$32.3K 0.02% 487
2024
Q1 		$394K Sell
6,136
-776
-11% -$47.4K 0.02% 470
2023
Q4 		$404K Sell
6,912
-1,010
-13% -$55.1K 0.02% 458
2023
Q3 		$416K Sell
7,922
-376
-5% -$20.5K 0.03% 419
2023
Q2 		$452K Sell
8,298
-205
-2% -$10.6K 0.03% 421
2023
Q1 		$429K Buy
8,503
+833
+11% +$41.1K 0.03% 442
2022
Q4 		$363K Buy
7,670
+276
+4% +$13.1K 0.03% 461
2022
Q3 		$326K Buy
7,394
+764
+12% +$37.4K 0.03% 476
2022
Q2 		$308K Buy
6,630
+1,631
+33% +$82.3K 0.02% 500
2022
Q1 		$278K Buy
+4,999
New +$274K 0.02% 575

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
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 $21.8B AUM 28.57% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Gladstone Institutional Advisory's SPTM Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q1 2026, closing a stake of 2,576 shares — an estimated $213K sold.

Gladstone Institutional Advisory first reported a position in SPTM in Q1 2022 and held it in 16 quarters. The position peaked at $514K in Q4 2024. 748 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 2,576 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $213K.
  • Gladstone Institutional Advisory first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2022 and held it in 16 quarters.
  • Gladstone Institutional Advisory's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $514K in Q4 2024.
  • 748 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.