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Investors Research Corp’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Investors Research Corp’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 		$11.6M Sell
128,022
-3,883
-3% -$342K 2.08% 10
2026
Q1 		$10.4M Sell
131,905
-9,243
-7% -$763K 1.99% 10
2025
Q4 		$11.6M Sell
141,148
-1,909
-1% -$156K 2.13% 10
2025
Q3 		$11.5M Sell
143,057
-1,045
-0.7% -$81.2K 2.13% 10
2025
Q2 		$10.8M Sell
144,102
-3,070
-2% -$213K 2.12% 10
2025
Q1 		$10M Sell
147,172
-822
-0.6% -$58.8K 2.17% 10
2024
Q4 		$10.6M Sell
147,994
-4,285
-3% -$308K 2.32% 10
2024
Q3 		$10.7M Sell
152,279
-442
-0.3% -$29.8K 2.33% 10
2024
Q2 		$10.1M Sell
152,721
-1,325
-0.9% -$84.8K 2.37% 7
2024
Q1 		$9.88M Sell
154,046
-5,715
-4% -$349K 2.31% 6
2023
Q4 		$9.34M Sell
159,761
-4,065
-2% -$222K 2.25% 2
2023
Q3 		$8.6M Buy
163,826
+1,967
+1% +$107K 2.25% 1
2023
Q2 		$8.81M Buy
161,859
+4,738
+3% +$244K 2.22% 1
2023
Q1 		$7.92M Buy
157,121
+5,823
+4% +$288K 2.06% 1
2022
Q4 		$7.15M Buy
151,298
+9,503
+7% +$451K 1.94% 1
2022
Q3 		$6.25M Buy
141,795
+13,857
+11% +$678K 1.92% 1
2022
Q2 		$5.95M Buy
127,938
+19,363
+18% +$978K 1.79% 1
2022
Q1 		$6.04M Buy
108,575
+22,323
+26% +$1.22M 1.7% 1
2021
Q4 		$5.04M Buy
86,252
+17,977
+26% +$1.02M 1.53% 1
2021
Q3 		$3.62M Buy
68,275
+11,729
+21% +$638K 1.22% 2
2021
Q2 		$3M Buy
56,546
+12,958
+30% +$670K 1.04% 2
2021
Q1 		$2.14M Buy
43,588
+12,034
+38% +$575K 0.81% 11
2020
Q4 		$1.45M Buy
31,554
+5,200
+20% +$227K 0.57% 22
2020
Q3 		$1.08M Sell
26,354
-46
-0.2% -$1.86K 0.52% 37
2020
Q2 		$997K Buy
26,400
+6,191
+31% +$221K 0.5% 42
2020
Q1 		$636K Buy
20,209
+11,936
+144% +$449K 0.4% 65
2019
Q4 		$330K Buy
8,273
+2,839
+52% +$108K 0.15% 209
2019
Q3 		$200K Buy
5,434
+1,312
+32% +$48.1K 0.1% 259
2019
Q2 		$150K Buy
+4,122
New +$148K 0.08% 299

Other funds holding SPTM

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $537M AUM 18.21% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Investors Research Corp's SPTM Position: Q2 2026 in Review

Investors Research Corp reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.9% in Q2 2026, selling an estimated $342K and leaving 128,022 shares worth $11.6M. The position accounts for 2.08% of the portfolio, ranked #10.

Investors Research Corp first reported a position in SPTM in Q2 2019 and has held it in 29 quarters since. The position peaked at $11.6M in Q4 2025. 210 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Investors Research Corp held 128,022 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $11.6M as of Q2 2026.
  • Investors Research Corp sold 3,883 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $342K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 2.08% of Investors Research Corp's portfolio in Q2 2026, its #10 holding.
  • Investors Research Corp first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2019 and has held it in 29 quarters since.
  • Investors Research Corp's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $11.6M in Q4 2025.
  • 210 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.