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Hunter Associates Investment Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Hunter Associates Investment Management’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 		$229K Sell
2,522
-154
-6% -$13.6K 0.03% 279
2026
Q1 		$212K Sell
2,676
-74
-3% -$6.11K 0.03% 264
2025
Q4 		$226K Buy
+2,750
New +$225K 0.03% 244
2025
Q1 		– Sell
-3,045
Closed -$217K – 257
2024
Q4 		$217K Buy
+3,045
New +$219K 0.03% 236
2024
Q2 		– Sell
-3,554
Closed -$229K – 263
2024
Q1 		$229K Buy
+3,554
New +$217K 0.04% 235

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

Hunter Associates Investment Management's SPTM Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.8% in Q2 2026, selling an estimated $13.6K and leaving 2,522 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #279.

Hunter Associates Investment Management first reported a position in SPTM in Q1 2024 and has held it in 5 quarters since. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Hunter Associates Investment Management held 2,522 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $229K as of Q2 2026.
  • Hunter Associates Investment Management sold 154 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $13.6K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Hunter Associates Investment Management's portfolio in Q2 2026, its #279 holding.
  • Hunter Associates Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 5 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 Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.