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

Investment Planning 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	$4.39M	Sell	48,323 -739	-2%	-$65K	1.02%	16
2026 Q1	$3.88M	Buy	49,062 +716	+1%	+$59.1K	1.07%	18
2025 Q4	$3.99M	Buy	48,346 +2,449	+5%	+$200K	1.16%	16
2025 Q3	$3.7M	Buy	45,897 +4,656	+11%	+$362K	1.16%	15
2025 Q2	$3.09M	Sell	41,241 -135,078	-77%	-$9.37M	1.09%	13
2025 Q1	$12M	Sell	176,319 -6,278	-3%	-$449K	4.87%	7
2024 Q4	$13M	Buy	182,597 +152,787	+513%	+$11M	5.7%	6
2024 Q3	$1.98M	Hold	29,810	–	–	1.01%	23
2024 Q2	$1.98M	Buy	+29,810	New	+$1.91M	1.01%	23

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

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

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

Investment Planning Advisors's SPTM Position: Q2 2026 in Review

Investment Planning Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.5% in Q2 2026, selling an estimated $65K and leaving 48,323 shares worth $4.39M. The position accounts for 1.02% of the portfolio, ranked #16.

Investment Planning Advisors first reported a position in SPTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $13M in Q4 2024. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Investment Planning Advisors held 48,323 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.39M as of Q2 2026.
Investment Planning Advisors sold 739 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $65K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.02% of Investment Planning Advisors's portfolio in Q2 2026, its #16 holding.
Investment Planning Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
Investment Planning Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $13M in Q4 2024.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Investment Planning Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.