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

IFP 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 		$366K Sell
4,034
-122
-3% -$10.7K 0.01% 1190
2026
Q1 		$329K Hold
4,156
– – 0.01% 1145
2025
Q4 		$343K Sell
4,156
-92
-2% -$7.52K 0.01% 1095
2025
Q3 		$343K Sell
4,248
-169
-4% -$13.1K 0.01% 1020
2025
Q2 		$331K Sell
4,417
-70
-2% -$4.86K 0.01% 1017
2025
Q1 		$305K Sell
4,487
-1,241
-22% -$88.8K 0.01% 978
2024
Q4 		$409K Sell
5,728
-10
-0.2% -$720 0.01% 816
2024
Q3 		$402K Buy
5,738
+6
+0.1% +$405 0.01% 777
2024
Q2 		$380K Sell
5,732
-116
-2% -$7.43K 0.02% 748
2024
Q1 		$375K Buy
5,848
+285
+5% +$17.4K 0.02% 709
2023
Q4 		$325K Sell
5,563
-1,726
-24% -$94.2K 0.02% 733
2023
Q3 		$383K Buy
7,289
+5,037
+224% +$275K 0.02% 691
2023
Q2 		$123K Sell
2,252
-815
-27% -$42K 0.01% 1227
2023
Q1 		$105K Sell
3,067
-6,225
-67% -$307K ﹤0.01% 1234
2022
Q4 		$368K Sell
9,292
-2,558
-22% -$122K 0.01% 1035
2022
Q3 		$462K Buy
11,850
+3,135
+36% +$153K 0.01% 968
2022
Q2 		$313K Hold
8,715
– – 0.01% 1050
2022
Q1 		$313K Buy
8,715
+6,620
+316% +$363K 0.01% 1050
2021
Q4 		$127K Buy
2,095
+112
+6% +$6.34K ﹤0.01% 1164
2021
Q3 		$112K Buy
1,983
+24
+1% +$1.31K ﹤0.01% 1241
2021
Q2 		$102K Sell
1,959
-1,190
-38% -$61.6K ﹤0.01% 1235
2021
Q1 		$153K Sell
3,149
-567
-15% -$27.1K ﹤0.01% 966
2020
Q4 		$171K Sell
3,716
-186
-5% -$8.11K 0.01% 874
2020
Q3 		$157K Sell
3,902
-14,297
-79% -$579K 0.01% 792
2020
Q2 		$678K Sell
18,199
-3,033
-14% -$108K 0.05% 351
2020
Q1 		$680K Sell
21,232
-15,343
-42% -$577K 0.07% 283
2019
Q4 		$1.46M Sell
36,575
-1,731
-5% -$66K 0.11% 217
2019
Q3 		$1.39M Buy
+38,306
New +$1.4M 0.09% 241
2019
Q1 		$100K Sell
2,840
-32,631
-92% -$1.1M 0.01% 686
2018
Q4 		$1.08M Buy
35,471
+9,470
+36% +$316K 0.07% 331
2018
Q3 		$941K Buy
26,001
+6,256
+32% +$223K 0.04% 452
2018
Q2 		$671K Buy
19,745
+8,026
+68% +$271K 0.03% 556
2018
Q1 		$389K Hold
11,719
– – 0.02% 718
2017
Q4 		$389K Buy
11,719
+7,747
+195% +$251K 0.02% 717
2017
Q3 		$124K Hold
3,972
– – ﹤0.01% 1428
2017
Q2 		$120K Buy
3,972
+3,930
+9,357% +$117K 0.01% 1433
2017
Q1 		$1K Hold
42
– – ﹤0.01% 3852
2016
Q4 		$1K Hold
42
– – ﹤0.01% 3834
2016
Q3 		$1K Hold
42
– – ﹤0.01% 3769
2016
Q2 		$1K Sell
42
-16,998
-100% -$436K ﹤0.01% 3676
2016
Q1 		$100K Buy
+17,040
New +$409K 0.01% 685

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

IFP Advisors's SPTM Position: Q2 2026 in Review

IFP Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.9% in Q2 2026, selling an estimated $10.7K and leaving 4,034 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #1190.

IFP Advisors first reported a position in SPTM in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.46M in Q4 2019. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • IFP Advisors held 4,034 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $366K as of Q2 2026.
  • IFP Advisors sold 122 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $10.7K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1190 holding.
  • IFP Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2016 and has held it in 41 quarters since.
  • IFP Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.46M in Q4 2019.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.