HAS
SPTM icon

HBW Advisory Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

HBW Advisory Services’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 		$18.8M Buy
206,830
+4,070
+2% +$358K 1.7% 8
2026
Q1 		$16M Buy
202,760
+1,395
+0.7% +$115K 1.69% 9
2025
Q4 		$16.6M Sell
201,365
-1,086
-0.5% -$88.8K 1.81% 10
2025
Q3 		$16.3M Buy
202,451
+19,219
+10% +$1.49M 1.84% 8
2025
Q2 		$13.7M Buy
183,232
+14,373
+9% +$998K 1.69% 9
2025
Q1 		$11.5M Buy
168,859
+7,292
+5% +$522K 1.63% 9
2024
Q4 		$11.5M Buy
161,567
+9,174
+6% +$660K 1.18% 10
2024
Q3 		$10.7M Buy
152,393
+375
+0.2% +$25.3K 1.56% 11
2024
Q2 		$10.1M Buy
152,018
+66,247
+77% +$4.24M 1.67% 6
2024
Q1 		$5.01M Hold
85,771
– – 0.94% 18
2023
Q4 		$5.01M Buy
85,771
+220
+0.3% +$12K 0.94% 18
2023
Q3 		$4.49M Sell
85,551
-13,667
-14% -$747K 0.94% 18
2023
Q2 		$5.4M Sell
99,218
-2,064
-2% -$106K 1.17% 13
2023
Q1 		$5.11M Buy
101,282
+342
+0.3% +$16.9K 1.27% 12
2022
Q4 		$4.77M Buy
100,940
+1,568
+2% +$74.5K 1.26% 18
2022
Q3 		$4.38M Sell
99,372
-1,587
-2% -$77.7K 1.22% 18
2022
Q2 		$4.69M Buy
100,959
+2,817
+3% +$142K 1.21% 17
2022
Q1 		$5.46M Sell
98,142
-1,563
-2% -$85.7K 1.91% 9
2021
Q4 		$5.83M Sell
99,705
-4,512
-4% -$255K 1.35% 12
2021
Q3 		$5.52M Buy
104,217
+3,833
+4% +$209K 1.43% 9
2021
Q2 		$5.32M Sell
100,384
-2,474
-2% -$128K 1.4% 10
2021
Q1 		$5.06M Buy
102,858
+1,049
+1% +$50.2K 1.35% 13
2020
Q4 		$4.69M Buy
101,809
+302
+0.3% +$13.2K 1.43% 15
2020
Q3 		$4.15M Buy
101,507
+16,647
+20% +$674K 1.7% 9
2020
Q2 		$3.21M Buy
84,860
+1,389
+2% +$49.7K 1.49% 13
2020
Q1 		$2.79M Sell
83,471
-3,498
-4% -$132K 2.02% 13
2019
Q4 		$3.49M Buy
86,969
+6,245
+8% +$238K 2.04% 11
2019
Q3 		$2.88M Buy
+80,724
New +$2.96M 2.76% 7

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

HBW Advisory Services's SPTM Position: Q2 2026 in Review

HBW Advisory Services increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2% in Q2 2026, buying an estimated $358K and bringing the position to 206,830 shares worth $18.8M. The position accounts for 1.7% of the portfolio, ranked #8.

HBW Advisory Services first reported a position in SPTM in Q3 2019 and has held it in 28 quarters since. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • HBW Advisory Services held 206,830 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $18.8M as of Q2 2026.
  • HBW Advisory Services bought 4,070 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $358K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.7% of HBW Advisory Services's portfolio in Q2 2026, its #8 holding.
  • HBW Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2019 and has held it in 28 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 HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.