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

Global Retirement 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 		$13.1M Buy
+144,332
New +$12.7M 0.2% 96
2025
Q4 		$11.5M Buy
139,395
+4,963
+4% +$406K 0.2% 95
2025
Q3 		$10.8M Buy
134,432
+15,433
+13% +$1.2M 0.24% 85
2025
Q2 		$8.91M Buy
+118,999
New +$8.26M 0.22% 93
2024
Q4 		$7.47M Buy
104,581
+5,767
+6% +$415K 0.21% 97
2024
Q3 		$6.92M Buy
98,814
+5,692
+6% +$384K 0.21% 97
2024
Q2 		$6.18M Buy
93,122
+1,570
+2% +$101K 0.19% 100
2024
Q1 		$5.87M Buy
91,552
+5,259
+6% +$321K 0.22% 104
2023
Q4 		$5.02M Buy
86,293
+6,331
+8% +$346K 0.21% 101
2023
Q3 		$4.16M Buy
79,962
+6,618
+9% +$362K 0.21% 102
2023
Q2 		$3.99M Buy
73,344
+2,585
+4% +$133K 0.2% 115
2023
Q1 		$3.55M Buy
70,759
+7,151
+11% +$353K 0.19% 120
2022
Q4 		$3.01M Sell
63,608
-5,435
-8% -$258K 0.21% 107
2022
Q3 		$3.29M Buy
69,043
+7,296
+12% +$357K 0.25% 93
2022
Q2 		$2.87M Buy
61,747
+3,297
+6% +$166K 0.23% 105
2022
Q1 		$2.84M Buy
+58,450
New +$3.2M 0.22% 106
2021
Q4 		– Sell
-21,056
Closed -$1.12M – 1581
2021
Q3 		$1.12M Buy
21,056
+1,253
+6% +$68.2K 0.11% 177
2021
Q2 		$1.05M Buy
19,803
+16,323
+469% +$845K 0.11% 185
2021
Q1 		$171K Buy
3,480
+4
+0.1% +$191 0.02% 440
2020
Q4 		$160K Sell
3,476
-156,325
-98% -$6.81M 0.02% 439
2020
Q3 		$6.53M Buy
159,801
+84,488
+112% +$3.42M 0.96% 16
2020
Q2 		$2.85M Sell
75,313
-20,625
-21% -$738K 0.45% 43
2020
Q1 		$3.02M Sell
95,938
-197,708
-67% -$7.44M 0.57% 35
2019
Q4 		$11.7M Buy
293,646
+13,053
+5% +$498K 1.79% 5
2019
Q3 		$10.3M Buy
280,593
+279,855
+37,921% +$10.3M 1.69% 5
2019
Q2 		$27K Hold
738
– – 0.01% 795
2019
Q1 		$26K Hold
738
– – 0.01% 739
2018
Q4 		$23K Sell
738
-172,709
-100% -$5.77M 0.01% 706
2018
Q3 		$6.28M Buy
173,447
+61,418
+55% +$2.19M 1.42% 9
2018
Q2 		$3.81M Sell
112,029
-17,779
-14% -$600K 0.96% 17
2018
Q1 		$4.26M Buy
+129,808
New +$4.4M 1.17% 10

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

Global Retirement Partners's SPTM Position: Q2 2026 in Review

Global Retirement Partners opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 144,332 shares worth $13.1M. The stake represents 0.2% of the portfolio and ranks #96 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SPTM as recently as Q4 2025.

Global Retirement Partners first reported a position in SPTM in Q1 2018 and has held it in 31 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Global Retirement Partners held 144,332 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $13.1M as of Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Global Retirement Partners position in Q2 2026.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.2% of Global Retirement Partners's portfolio in Q2 2026, its #96 holding.
  • Global Retirement Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 31 quarters since.
  • 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 Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.