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

Insight 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
Q1 		$1.32M Buy
16,711
+143
+0.9% +$11.8K 0.25% 56
2025
Q4 		$1.37M Sell
16,568
-102
-0.6% -$8.34K 0.21% 75
2025
Q3 		$1.34M Sell
16,670
-467
-3% -$36.3K 0.21% 76
2025
Q2 		$1.28M Sell
17,137
-290
-2% -$20.1K 0.21% 74
2025
Q1 		$1.19M Buy
17,427
+1,612
+10% +$115K 0.21% 75
2024
Q4 		$1.13M Sell
15,815
-221
-1% -$15.9K 0.19% 82
2024
Q3 		$1.12M Buy
16,036
+444
+3% +$30K 0.19% 84
2024
Q2 		$1.03M Buy
15,592
+97
+0.6% +$6.21K 0.19% 85
2024
Q1 		$994K Sell
15,495
-1,268
-8% -$77.4K 0.19% 90
2023
Q4 		$980K Buy
16,763
+238
+1% +$13K 0.21% 83
2023
Q3 		$867K Sell
16,525
-63
-0.4% -$3.44K 0.2% 91
2023
Q2 		$903K Sell
16,588
-255
-2% -$13.2K 0.2% 85
2023
Q1 		$849K Sell
16,843
-34
-0.2% -$1.68K 0.2% 83
2022
Q4 		$795K Buy
16,877
+418
+3% +$19.9K 0.28% 95
2022
Q3 		$726K Sell
16,459
-978
-6% -$47.9K 0.29% 97
2022
Q2 		$890K Buy
17,437
+299
+2% +$15.1K 0.3% 90
2022
Q1 		$953K Sell
17,138
-1,231
-7% -$67.5K 0.29% 100
2021
Q4 		$1.07M Sell
18,369
-52
-0.3% -$2.94K 0.32% 82
2021
Q3 		$1.06M Sell
18,421
-331
-2% -$18K 0.32% 84
2021
Q2 		$1.01M Sell
18,752
-1,939
-9% -$100K 0.32% 80
2021
Q1 		$1.07M Buy
20,691
+48
+0.2% +$2.29K 0.34% 75
2020
Q4 		$951K Buy
+20,643
New +$900K 0.36% 74

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Insight Advisors's SPTM Position: Q1 2026 in Review

Insight Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.86% in Q1 2026, buying an estimated $11.8K and bringing the position to 16,711 shares worth $1.32M. The position accounts for 0.25% of the portfolio, ranked #56.

Insight Advisors first reported a position in SPTM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.37M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Insight Advisors held 16,711 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.32M as of Q1 2026.
  • Insight Advisors bought 143 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $11.8K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.25% of Insight Advisors's portfolio in Q1 2026, its #56 holding.
  • Insight Advisors 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.
  • Insight Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.37M in Q4 2025.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.