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

Harbour 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 		$5.02M Sell
55,273
-3,386
-6% -$298K 0.07% 271
2026
Q1 		$4.64M Sell
58,659
-1,912
-3% -$158K 0.07% 255
2025
Q4 		$5M Sell
60,571
-414
-0.7% -$33.9K 0.1% 195
2025
Q3 		$4.92M Buy
60,985
+4,746
+8% +$369K 0.11% 172
2025
Q2 		$4.21M Sell
56,239
-1,445
-3% -$100K 0.11% 176
2025
Q1 		$3.92M Sell
57,684
-20,621
-26% -$1.48M 0.11% 166
2024
Q4 		$5.59M Sell
78,305
-10,941
-12% -$787K 0.16% 110
2024
Q3 		$6.25M Sell
89,246
-349
-0.4% -$23.6K 0.19% 99
2024
Q2 		$5.94M Sell
89,595
-2,083
-2% -$133K 0.2% 88
2024
Q1 		$5.88M Buy
91,678
+26,344
+40% +$1.61M 0.21% 92
2023
Q4 		$3.82M Buy
65,334
+41,438
+173% +$2.26M 0.16% 119
2023
Q3 		$1.25M Sell
23,896
-9,344
-28% -$511K 0.06% 285
2023
Q2 		$1.81M Sell
33,240
-786
-2% -$40.6K 0.09% 219
2023
Q1 		$1.72M Buy
34,026
+943
+3% +$46.6K 0.09% 210
2022
Q4 		$1.56M Buy
33,083
+1,098
+3% +$52.2K 0.1% 206
2022
Q3 		$1.49M Hold
31,985
– – 0.1% 195
2022
Q2 		$1.49M Buy
+31,985
New +$1.61M 0.1% 195
2021
Q4 		$2.29M Sell
39,136
-53,774
-58% -$3.04M 0.14% 159
2021
Q3 		$4.92M Sell
92,910
-1,897
-2% -$103K 0.16% 120
2021
Q2 		$5.02M Sell
94,807
-115,228
-55% -$5.96M 0.16% 123
2021
Q1 		$10.3M Buy
+210,035
New +$10M 0.37% 53

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

Harbour Investments's SPTM Position: Q2 2026 in Review

Harbour Investments reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.8% in Q2 2026, selling an estimated $298K and leaving 55,273 shares worth $5.02M. The position accounts for 0.07% of the portfolio, ranked #271.

Harbour Investments first reported a position in SPTM in Q1 2021 and has held it in 21 quarters since. The position peaked at $10.3M in Q1 2021. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Harbour Investments held 55,273 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $5.02M as of Q2 2026.
  • Harbour Investments sold 3,386 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $298K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.07% of Harbour Investments's portfolio in Q2 2026, its #271 holding.
  • Harbour Investments first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $10.3M in Q1 2021.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.