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

Hughes Financial 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	$157M	Buy	1,730,399 +58,458	+3%	+$5.14M	20.82%	1
2026 Q1	$132M	Buy	1,671,941 +63,076	+4%	+$5.21M	20.31%	1
2025 Q4	$133M	Sell	1,608,865 -21,571	-1%	-$1.76M	20.85%	1
2025 Q3	$134M	Buy	1,630,436 +20,133	+1%	+$1.56M	21.36%	1
2025 Q2	$123M	Buy	1,610,303 +128,549	+9%	+$8.92M	21.19%	1
2025 Q1	$101M	Sell	1,481,754 -13,695	-0.9%	-$980K	19.77%	1
2024 Q4	$107M	Buy	+1,495,449	New	+$108M	21.95%	1

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Hughes Financial Services's SPTM Position: Q2 2026 in Review

Hughes Financial Services increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.5% in Q2 2026, buying an estimated $5.14M and bringing the position to 1,730,399 shares worth $157M. The position accounts for 20.82% of the portfolio, ranked #1.

Hughes Financial Services first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Hughes Financial Services held 1,730,399 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $157M as of Q2 2026.
Hughes Financial Services bought 58,458 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $5.14M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 20.82% of Hughes Financial Services's portfolio in Q2 2026, its #1 holding.
Hughes Financial Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 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 Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.