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

Great Lakes 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 		$16.1M Sell
176,855
-3,464
-2% -$305K 0.12% 124
2026
Q1 		$14.3M Sell
180,319
-6,785
-4% -$560K 0.12% 128
2025
Q4 		$15.4M Sell
187,104
-1,123
-0.6% -$91.8K 0.13% 129
2025
Q3 		$15.2M Sell
188,227
-1,837
-1% -$143K 0.13% 132
2025
Q2 		$14.2M Buy
190,064
+1,372
+0.7% +$95.2K 0.12% 152
2025
Q1 		$12.8M Sell
188,692
-30,248
-14% -$2.17M 0.11% 161
2024
Q4 		$15.6M Hold
218,940
– – 0.13% 153
2024
Q3 		$15.3M Sell
218,940
-2,254
-1% -$152K 0.13% 155
2024
Q2 		$14.7M Sell
221,194
-47,959
-18% -$3.07M 0.13% 152
2024
Q1 		$17.3M Sell
269,153
-505
-0.2% -$30.8K 0.15% 145
2023
Q4 		$15.8M Sell
269,658
-9,421
-3% -$514K 0.15% 148
2023
Q3 		$14.6M Buy
279,079
+12,879
+5% +$704K 0.13% 150
2023
Q2 		$14.5M Sell
266,200
-14,369
-5% -$741K 0.14% 161
2023
Q1 		$14.1M Sell
280,569
-16,016
-5% -$791K 0.13% 153
2022
Q4 		$1.4M Sell
296,585
-77,944
-21% -$3.7M 0.08% 354
2022
Q3 		$16.5M Buy
374,529
+28,350
+8% +$1.39M 0.36% 74
2022
Q2 		$16.1M Sell
346,179
-40,961
-11% -$2.07M 0.32% 90
2022
Q1 		$21.5M Sell
387,140
-79,030
-17% -$4.33M 0.35% 80
2021
Q4 		$27.2M Buy
466,170
+29,792
+7% +$1.69M 0.41% 76
2021
Q3 		$23.1M Buy
436,378
+121,199
+38% +$6.59M 0.36% 87
2021
Q2 		$16.7M Sell
315,179
-40,994
-12% -$2.12M 0.25% 128
2021
Q1 		$17.5M Sell
356,173
-16,034
-4% -$767K 0.28% 114
2020
Q4 		$17.2M Buy
372,207
+11,385
+3% +$496K 0.31% 106
2020
Q3 		$14.8M Sell
360,822
-3,972
-1% -$161K 0.31% 106
2020
Q2 		$13.8M Buy
364,794
+100,069
+38% +$3.58M 0.33% 94
2020
Q1 		$8.33M Buy
264,725
+65,213
+33% +$2.45M 0.24% 108
2019
Q4 		$7.95M Buy
199,512
+86,534
+77% +$3.3M 0.17% 153
2019
Q3 		$4.15M Buy
112,978
+21,930
+24% +$804K 0.09% 244
2019
Q2 		$3.32M Buy
91,048
+18,785
+26% +$673K 0.07% 275
2019
Q1 		$2.54M Buy
72,263
+30,595
+73% +$1.04M 0.06% 307
2018
Q4 		$1.29M Buy
41,668
+4,846
+13% +$162K 0.03% 369
2018
Q3 		$1.33M Buy
36,822
+53
+0.1% +$1.89K 0.03% 362
2018
Q2 		$1.25M Sell
36,769
-1,067
-3% -$36K 0.03% 365
2018
Q1 		$1.24M Buy
37,836
+11,287
+43% +$382K 0.03% 359
2017
Q4 		$882K Buy
26,549
+407
+2% +$13.2K 0.02% 398
2017
Q3 		$819K Sell
26,142
-25,848
-50% -$791K 0.02% 392
2017
Q2 		$1.57M Sell
51,990
-45,858
-47% -$1.37M 0.04% 320
2017
Q1 		$2.88M Buy
+97,848
New +$2.83M 0.07% 219

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

Great Lakes Advisors's SPTM Position: Q2 2026 in Review

Great Lakes Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.9% in Q2 2026, selling an estimated $305K and leaving 176,855 shares worth $16.1M. The position accounts for 0.12% of the portfolio, ranked #124.

Great Lakes Advisors first reported a position in SPTM in Q1 2017 and has held it in 38 quarters since. The position peaked at $27.2M in Q4 2021. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Great Lakes Advisors held 176,855 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $16.1M as of Q2 2026.
  • Great Lakes Advisors sold 3,464 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $305K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.12% of Great Lakes Advisors's portfolio in Q2 2026, its #124 holding.
  • Great Lakes Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2017 and has held it in 38 quarters since.
  • Great Lakes Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $27.2M in Q4 2021.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.