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

Glassman Wealth Services’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	$627K	Buy	6,908 +478	+7%	+$42.1K	0.08%	43
2026 Q1	$508K	Hold	6,430	–	–	0.07%	45
2025 Q4	$530K	Hold	6,430	–	–	0.07%	43
2025 Q3	$519K	Hold	6,430	–	–	0.07%	40
2025 Q2	$482K	Buy	6,430 +2,034	+46%	+$141K	0.07%	41
2025 Q1	$299K	Hold	4,396	–	–	0.05%	57
2024 Q4	$314K	Hold	4,396	–	–	0.05%	52
2024 Q3	$308K	Hold	4,396	–	–	0.05%	57
2024 Q2	$292K	Hold	4,396	–	–	0.05%	57
2024 Q1	$282K	Hold	4,396	–	–	0.06%	57
2023 Q4	$257K	Hold	4,396	–	–	0.04%	152
2023 Q3	$231K	Hold	4,396	–	–	0.04%	149
2023 Q2	$239K	Sell	4,396 -442	-9%	-$22.8K	0.04%	145
2023 Q1	$244K	Hold	4,838	–	–	0.04%	140
2022 Q4	$229K	Sell	4,838 -1,468	-23%	-$69.7K	0.04%	158
2022 Q3	$278K	Buy	6,306 +1,103	+21%	+$54K	0.06%	111
2022 Q2	$242K	Hold	5,203	–	–	0.05%	135
2022 Q1	$289K	Buy	+5,203	New	+$285K	0.05%	124
2019 Q2	–	Sell	-864	Closed	-$30K	–	1344
2019 Q1	$30K	Hold	864	–	–	0.01%	303
2018 Q4	$27K	Hold	864	–	–	0.01%	258
2018 Q3	$31K	Hold	864	–	–	0.01%	267
2018 Q2	$29K	Hold	864	–	–	0.01%	253
2018 Q1	$28K	Hold	864	–	–	0.02%	238
2017 Q4	$29K	Hold	864	–	–	0.02%	212
2017 Q3	$27K	Hold	864	–	–	0.02%	200
2017 Q2	$26K	Hold	864	–	–	0.02%	208
2017 Q1	$25K	Hold	864	–	–	0.02%	226
2016 Q4	$24K	Hold	864	–	–	0.02%	245
2016 Q3	$23K	Hold	864	–	–	0.02%	215
2016 Q2	$22K	Hold	864	–	–	0.02%	212
2016 Q1	$22K	Hold	864	–	–	0.02%	206
2015 Q4	$22K	Hold	864	–	–	0.02%	215
2015 Q3	$20K	Hold	864	–	–	0.02%	220
2015 Q2	$22K	Hold	864	–	–	0.02%	223
2015 Q1	$22K	Hold	864	–	–	0.02%	221
2014 Q4	$22K	Buy	+864	New	+$21.6K	0.02%	232

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

Glassman Wealth Services's SPTM Position: Q2 2026 in Review

Glassman Wealth Services increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 7.4% in Q2 2026, buying an estimated $42.1K and bringing the position to 6,908 shares worth $627K. The position accounts for 0.08% of the portfolio, ranked #43.

Glassman Wealth Services first reported a position in SPTM in Q4 2014 and has held it in 36 quarters since. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Glassman Wealth Services held 6,908 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $627K as of Q2 2026.
Glassman Wealth Services bought 478 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $42.1K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.08% of Glassman Wealth Services's portfolio in Q2 2026, its #43 holding.
Glassman Wealth Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2014 and has held it in 36 quarters since.
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 Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.