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

Gradient Capital 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	$414K	Sell	4,560 -55	-1%	-$4.84K	0.1%	125
2026 Q1	$365K	Hold	4,615	–	–	0.09%	122
2025 Q4	$381K	Sell	4,615 -97	-2%	-$7.93K	0.1%	121
2025 Q3	$380K	Hold	4,712	–	–	0.1%	116
2025 Q2	$353K	Hold	4,712	–	–	0.1%	120
2025 Q1	$320K	Hold	4,712	–	–	0.1%	119
2024 Q4	$337K	Sell	4,712 -40	-0.8%	-$2.88K	0.11%	115
2024 Q3	$333K	Hold	4,752	–	–	0.11%	115
2024 Q2	$315K	Sell	4,752 -61	-1%	-$3.91K	0.11%	114
2024 Q1	$309K	Buy	4,813 +1	+0%	+$61	0.11%	119
2023 Q4	$281K	Sell	4,812 -85	-2%	-$4.64K	0.11%	124
2023 Q3	$257K	Sell	4,897 -5,122	-51%	-$280K	0.11%	124
2023 Q2	$545K	Buy	10,019 +4,844	+94%	+$250K	0.22%	80
2023 Q1	$261K	Hold	5,175	–	–	0.11%	124
2022 Q4	$245K	Buy	5,175 +1	+0%	+$48	0.11%	127
2022 Q3	$228K	Hold	5,174	–	–	0.11%	119
2022 Q2	$240K	Hold	5,174	–	–	0.12%	105
2022 Q1	$288K	Buy	5,174 +1	+0%	+$55	0.12%	103
2021 Q4	$302K	Buy	5,173 +90	+2%	+$5.09K	0.13%	100
2021 Q3	$269K	Hold	5,083	–	–	0.12%	99
2021 Q2	$269K	Hold	5,083	–	–	0.13%	101
2021 Q1	$250K	Sell	5,083 -467	-8%	-$22.3K	0.13%	98
2020 Q4	$256K	Buy	5,550 +65	+1%	+$2.83K	0.15%	94
2020 Q3	$224K	Sell	5,485 -448	-8%	-$18.1K	0.14%	95
2020 Q2	$224K	Buy	+5,933	New	+$212K	0.15%	93
2020 Q1	–	Sell	-5,486	Closed	-$219K	–	98
2019 Q4	$219K	Buy	+5,486	New	+$209K	0.15%	90

Other funds holding SPTM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

VAMG

Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Gradient Capital Advisors's SPTM Position: Q2 2026 in Review

Gradient Capital Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.2% in Q2 2026, selling an estimated $4.84K and leaving 4,560 shares worth $414K. The position accounts for 0.1% of the portfolio, ranked #125.

Gradient Capital Advisors first reported a position in SPTM in Q4 2019 and has held it in 26 quarters since. The position peaked at $545K in Q2 2023. 168 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Gradient Capital Advisors held 4,560 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $414K as of Q2 2026.
Gradient Capital Advisors sold 55 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $4.84K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.1% of Gradient Capital Advisors's portfolio in Q2 2026, its #125 holding.
Gradient Capital Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
Gradient Capital Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $545K in Q2 2023.
168 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.