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HUB Investment Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

HUB Investment Partners’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 		$1.58M Buy
17,385
+898
+5% +$79K 0.03% 340
2026
Q1 		$1.3M Buy
16,487
+12,286
+292% +$1.01M 0.03% 317
2025
Q4 		$347K Sell
4,201
-2,161
-34% -$177K 0.01% 615
2025
Q3 		$513K Buy
6,362
+1,517
+31% +$118K 0.02% 411
2025
Q2 		$363K Sell
4,845
-57
-1% -$3.96K 0.01% 462
2025
Q1 		$333K Sell
4,902
-209
-4% -$15K 0.01% 421
2024
Q4 		$365K Sell
5,111
-2,255
-31% -$162K 0.02% 359
2024
Q3 		$516K Sell
7,366
-629
-8% -$42.5K 0.02% 290
2024
Q2 		$530K Sell
7,995
-768
-9% -$49.2K 0.02% 268
2024
Q1 		$562K Sell
8,763
-466
-5% -$28.4K 0.03% 262
2023
Q4 		$539K Sell
9,229
-154
-2% -$8.41K 0.04% 232
2023
Q3 		$493K Sell
9,383
-713
-7% -$39K 0.07% 140
2023
Q2 		$550K Sell
10,096
-34
-0.3% -$1.75K 0.09% 125
2023
Q1 		$511K Buy
+10,130
New +$500K 0.11% 123
2022
Q4 		– Sell
-10,435
Closed -$460K – 179
2022
Q3 		$460K Buy
10,435
+5,564
+114% +$272K 0.14% 106
2022
Q2 		$226K Buy
4,871
+1,249
+34% +$63.1K 0.07% 149
2022
Q1 		$201K Buy
3,622
+2
+0.1% +$110 0.05% 175
2021
Q4 		$212K Sell
3,620
-543
-13% -$30.7K 0.05% 187
2021
Q3 		$221K Buy
4,163
+4
+0.1% +$218 0.05% 205
2021
Q2 		$220K Sell
4,159
-59
-1% -$3.05K 0.06% 195
2021
Q1 		$207K Sell
4,218
-1,262
-23% -$60.3K 0.06% 206
2020
Q4 		$224K Buy
+5,480
New +$239K 0.1% 139

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

HUB Investment Partners's SPTM Position: Q2 2026 in Review

HUB Investment Partners increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.4% in Q2 2026, buying an estimated $79K and bringing the position to 17,385 shares worth $1.58M. The position accounts for 0.03% of the portfolio, ranked #340.

HUB Investment Partners first reported a position in SPTM in Q4 2020 and has held it in 22 quarters since. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • HUB Investment Partners held 17,385 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.58M as of Q2 2026.
  • HUB Investment Partners bought 898 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $79K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #340 holding.
  • HUB Investment Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 22 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 HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.