Kayne Anderson Rudnick Investment Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Kayne Anderson Rudnick Investment Management’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	$464K	Hold	5,106	–	–	﹤0.01%	487
2026 Q1	$404K	Hold	5,106	–	–	﹤0.01%	450
2025 Q4	$421K	Hold	5,106	–	–	﹤0.01%	455
2025 Q3	$412K	Hold	5,106	–	–	﹤0.01%	453
2025 Q2	$383K	Hold	5,106	–	–	﹤0.01%	452
2025 Q1	$347K	Hold	5,106	–	–	﹤0.01%	442
2024 Q4	$365K	Hold	5,106	–	–	﹤0.01%	421
2024 Q3	$358K	Hold	5,106	–	–	﹤0.01%	416
2024 Q2	$339K	Hold	5,106	–	–	﹤0.01%	431
2024 Q1	$328K	Hold	5,106	–	–	﹤0.01%	432
2023 Q4	$298K	Hold	5,106	–	–	﹤0.01%	412
2023 Q3	$268K	Hold	5,106	–	–	﹤0.01%	416
2023 Q2	$278K	Hold	5,106	–	–	﹤0.01%	411
2023 Q1	$258K	Hold	5,106	–	–	﹤0.01%	403
2022 Q4	$241K	Hold	5,106	–	–	﹤0.01%	423
2022 Q3	$225K	Hold	5,106	–	–	﹤0.01%	409
2022 Q2	$237K	Hold	5,106	–	–	﹤0.01%	406
2022 Q1	$284K	Hold	5,106	–	–	﹤0.01%	386
2021 Q4	$298K	Hold	5,106	–	–	﹤0.01%	393
2021 Q3	$270K	Buy	+5,106	New	+$278K	﹤0.01%	387

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

Kayne Anderson Rudnick Investment Management's SPTM Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 5,106 shares worth $464K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Kayne Anderson Rudnick Investment Management first reported a position in SPTM in Q3 2021 and has held it in 20 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 5,106 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $464K as of Q2 2026.
Kayne Anderson Rudnick Investment Management left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #487 holding.
Kayne Anderson Rudnick Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.