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

Howe & Rusling’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 		$259K Buy
2,856
+1,804
+171% +$159K 0.02% 277
2026
Q1 		$83.1K Hold
1,052
– – 0.01% 335
2025
Q4 		$86.8K Hold
1,052
– – 0.01% 337
2025
Q3 		$84.8K Hold
1,052
– – 0.01% 327
2025
Q2 		$78.8K Hold
1,052
– – 0.01% 328
2025
Q1 		$71.5K Hold
1,052
– – 0.01% 314
2024
Q4 		$75.1K Hold
1,052
– – 0.01% 293
2024
Q3 		$73.7K Hold
1,052
– – 0.01% 285
2024
Q2 		$69.8K Buy
1,052
+4
+0.4% +$256 0.01% 279
2024
Q1 		$67.2K Hold
1,048
– – 0.01% 288
2023
Q4 		$61.3K Buy
+1,048
New +$57.2K 0.01% 273

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

Howe & Rusling's SPTM Position: Q2 2026 in Review

Howe & Rusling increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 171% in Q2 2026, buying an estimated $159K and bringing the position to 2,856 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #277.

Howe & Rusling first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. 779 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Howe & Rusling held 2,856 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $259K as of Q2 2026.
  • Howe & Rusling bought 1,804 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $159K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Howe & Rusling's portfolio in Q2 2026, its #277 holding.
  • Howe & Rusling 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.
  • 779 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.