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

Kestra 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 		$304K Sell
3,343
-2,861
-46% -$252K 0.01% 417
2026
Q1 		$490K Buy
6,204
+2,827
+84% +$233K 0.01% 292
2025
Q4 		$279K Sell
3,377
-148
-4% -$12.1K 0.01% 379
2025
Q3 		$284K Buy
3,525
+101
+3% +$7.85K 0.01% 361
2025
Q2 		$256K Buy
+3,424
New +$238K 0.01% 386
2025
Q1 		– Sell
-1,527
Closed -$109K – 1348
2024
Q4 		$109K Buy
+1,527
New +$110K ﹤0.01% 429

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kestra Investment Management's SPTM Position: Q2 2026 in Review

Kestra Investment Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 46% in Q2 2026, selling an estimated $252K and leaving 3,343 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #417.

Kestra Investment Management first reported a position in SPTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $490K in Q1 2026. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Kestra Investment Management held 3,343 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $304K as of Q2 2026.
  • Kestra Investment Management sold 2,861 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $252K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #417 holding.
  • Kestra Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Kestra Investment Management's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $490K in Q1 2026.
  • 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 Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.