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

GM Advisory Group’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	$38.1M	Buy	482,264 +4,438	+0.9%	+$367K	1.47%	18
2025 Q4	$39.4M	Buy	477,826 +48,909	+11%	+$4M	1.54%	17
2025 Q3	$34.6M	Sell	428,917 -4,587	-1%	-$356K	1.47%	16
2025 Q2	$32.5M	Sell	433,504 -4,733	-1%	-$328K	1.6%	16
2025 Q1	$29.8M	Sell	438,237 -5,398	-1%	-$386K	1.61%	15
2024 Q4	$31.7M	Sell	443,635 -4,655	-1%	-$335K	1.75%	16
2024 Q3	$31.4M	Sell	448,290 -2,164	-0.5%	-$146K	1.88%	15
2024 Q2	$29.9M	Sell	450,454 -2,189	-0.5%	-$140K	1.93%	17
2024 Q1	$29M	Sell	452,643 -2,560	-0.6%	-$156K	2.04%	14
2023 Q4	$26.6M	Sell	455,203 -1,100	-0.2%	-$60.1K	2.01%	14
2023 Q3	$24M	Sell	456,303 -2,528	-0.6%	-$138K	1.96%	13
2023 Q2	$25M	Hold	458,831	–	–	2.07%	13
2023 Q1	$23.1M	Sell	458,831 -145,200	-24%	-$7.17M	2.11%	12
2022 Q4	$28.6M	Buy	+604,031	New	+$28.7M	3.05%	11

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

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

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

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

GM Advisory Group's SPTM Position: Q1 2026 in Review

GM Advisory Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.93% in Q1 2026, buying an estimated $367K and bringing the position to 482,264 shares worth $38.1M. The position accounts for 1.47% of the portfolio, ranked #18.

GM Advisory Group first reported a position in SPTM in Q4 2022 and has held it in 14 quarters since. The position peaked at $39.4M in Q4 2025. 745 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

GM Advisory Group held 482,264 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $38.1M as of Q1 2026.
GM Advisory Group bought 4,438 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $367K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.47% of GM Advisory Group's portfolio in Q1 2026, its #18 holding.
GM Advisory Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
GM Advisory Group's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $39.4M in Q4 2025.
745 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.