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

HHM Wealth 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	$70.9K	Hold	781	–	–	0.01%	338
2026 Q1	$61.7K	Hold	781	–	–	0.01%	340
2025 Q4	$64.4K	Sell	781 -46	-6%	-$3.76K	0.01%	326
2025 Q3	$66.7K	Hold	827	–	–	0.01%	329
2025 Q2	$61.9K	Hold	827	–	–	0.01%	342
2025 Q1	$56.2K	Hold	827	–	–	0.01%	334
2024 Q4	$59.1K	Hold	827	–	–	0.01%	328
2024 Q3	$57.9K	Hold	827	–	–	0.01%	316
2024 Q2	$54.9K	Hold	827	–	–	0.01%	325
2024 Q1	$53.1K	Hold	827	–	–	0.01%	285
2023 Q4	$48.3K	Buy	+827	New	+$45.2K	0.01%	292

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

HHM Wealth Advisors's SPTM Position: Q2 2026 in Review

HHM Wealth Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 781 shares worth $70.9K. The position accounts for 0.01% of the portfolio, ranked #338.

HHM Wealth Advisors first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

HHM Wealth Advisors held 781 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $70.9K as of Q2 2026.
HHM Wealth Advisors left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #338 holding.
HHM Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.