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

Integrated Advisors Network’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 Q3	$548K	Sell	5,951 -173	-3%	-$15.9K	0.03%	449
2026 Q2	$556K	Buy	6,124 +2,074	+51%	+$183K	0.03%	441
2026 Q1	$320K	Buy	4,050 +21	+0.5%	+$1.73K	0.02%	547
2025 Q4	$332K	Sell	4,029 -115	-3%	-$9.4K	0.01%	567
2025 Q3	$334K	Buy	+4,144	New	+$322K	0.01%	598

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Integrated Advisors Network's SPTM Position: Q3 2026 in Review

Integrated Advisors Network reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.8% in Q3 2026, selling an estimated $15.9K and leaving 5,951 shares worth $548K. The position accounts for 0.03% of the portfolio, ranked #449.

Integrated Advisors Network first reported a position in SPTM in Q3 2025 and has held it in 5 quarters since. The position peaked at $556K in Q2 2026. 558 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Integrated Advisors Network held 5,951 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $548K as of Q3 2026.
Integrated Advisors Network sold 173 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $15.9K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Integrated Advisors Network's portfolio in Q3 2026, its #449 holding.
Integrated Advisors Network first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2025 and has held it in 5 quarters since.
Integrated Advisors Network's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $556K in Q2 2026.
558 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.