Range Advisory, LLC’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Range Advisory, LLC’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	$679K	Sell	7,481 -1	-0%	-$88	0.08%	128
2026 Q1	$591K	Buy	7,482 +2,562	+52%	+$212K	0.11%	106
2025 Q4	$406K	Buy	+4,920	New	+$402K	0.1%	113

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

Range Advisory, LLC's SPTM Position: Q2 2026 in Review

Range Advisory, LLC reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.01% in Q2 2026, selling an estimated $88 and leaving 7,481 shares worth $679K. The position accounts for 0.08% of the portfolio, ranked #128.

Range Advisory, LLC first reported a position in SPTM in Q4 2025 and has held it in 3 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Range Advisory, LLC held 7,481 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $679K as of Q2 2026.
Range Advisory, LLC sold 1 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share in Q2 2026, an estimated $88.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.08% of Range Advisory, LLC's portfolio in Q2 2026, its #128 holding.
Range Advisory, LLC first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
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 Range Advisory, LLC's 13F filing for Q2 2026, filed 2 Sep 2026.