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

Goldstein 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 		$980K Sell
10,799
-42
-0.4% -$3.7K 0.09% 84
2026
Q1 		$857K Sell
10,841
-545
-5% -$45K 0.1% 75
2025
Q4 		$939K Sell
11,386
-65
-0.6% -$5.32K 0.11% 70
2025
Q3 		$924K Sell
11,451
-358
-3% -$27.8K 0.11% 70
2025
Q2 		$884K Sell
11,809
-77
-0.6% -$5.34K 0.12% 65
2025
Q1 		$808K Sell
11,886
-33
-0.3% -$2.36K 0.12% 66
2024
Q4 		$851K Sell
11,919
-304
-2% -$21.9K 0.12% 63
2024
Q3 		$856K Sell
12,223
-214
-2% -$14.5K 0.13% 63
2024
Q2 		$825K Sell
12,437
-901
-7% -$57.7K 0.14% 56
2024
Q1 		$856K Sell
13,338
-2,699
-17% -$165K 0.15% 56
2023
Q4 		$937K Sell
16,037
-656
-4% -$35.8K 0.16% 75
2023
Q3 		$876K Sell
16,693
-468
-3% -$25.6K 0.18% 49
2023
Q2 		$934K Sell
17,161
-134
-0.8% -$6.91K 0.2% 48
2023
Q1 		$872K Sell
17,295
-2,293
-12% -$113K 0.19% 51
2022
Q4 		$926K Buy
+19,588
New +$931K 0.22% 48

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

Goldstein Advisors's SPTM Position: Q2 2026 in Review

Goldstein Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.39% in Q2 2026, selling an estimated $3.7K and leaving 10,799 shares worth $980K. The position accounts for 0.09% of the portfolio, ranked #84.

Goldstein Advisors first reported a position in SPTM in Q4 2022 and has held it in 15 quarters since. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Goldstein Advisors held 10,799 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $980K as of Q2 2026.
  • Goldstein Advisors sold 42 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $3.7K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.09% of Goldstein Advisors's portfolio in Q2 2026, its #84 holding.
  • Goldstein Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 15 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 Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.