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Gross & Hartman Investments’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Gross & Hartman Investments’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 		$416K Sell
4,587
-21
-0.5% -$1.85K 0.18% 43
2026
Q1 		$364K Buy
4,608
+1
+0% +$83 0.19% 48
2025
Q4 		$380K Buy
+4,607
New +$377K 0.22% 43

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

Gross & Hartman Investments's SPTM Position: Q2 2026 in Review

Gross & Hartman Investments reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.46% in Q2 2026, selling an estimated $1.85K and leaving 4,587 shares worth $416K. The position accounts for 0.18% of the portfolio, ranked #43.

Gross & Hartman Investments first reported a position in SPTM in Q4 2025 and has held it in 3 quarters since. 749 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Gross & Hartman Investments held 4,587 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $416K as of Q2 2026.
  • Gross & Hartman Investments sold 21 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.85K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.18% of Gross & Hartman Investments's portfolio in Q2 2026, its #43 holding.
  • Gross & Hartman Investments first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 749 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.