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

Kingswood Wealth 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	$1.46M	Sell	16,114 -1,705	-10%	-$150K	0.06%	321
2026 Q1	$1.41M	Sell	17,819 -127	-0.7%	-$10.5K	0.07%	296
2025 Q4	$1.48M	Buy	17,946 +12,198	+212%	+$997K	0.07%	271
2025 Q3	$464K	Hold	5,748	–	–	0.03%	495
2025 Q2	$430K	Sell	5,748 -36	-0.6%	-$2.5K	0.03%	456
2025 Q1	$393K	Hold	5,784	–	–	0.04%	464
2024 Q4	$413K	Buy	+5,784	New	+$416K	0.03%	502
2024 Q3	–	Sell	-5,863	Closed	-$389K	–	744
2024 Q2	$389K	Sell	5,863 -76	-1%	-$4.87K	0.04%	449
2024 Q1	$381K	Sell	5,939 -300	-5%	-$18.3K	0.04%	418
2023 Q4	$365K	Hold	6,239	–	–	0.04%	414
2023 Q3	$327K	Buy	+6,239	New	+$341K	0.06%	312

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

Kingswood Wealth Advisors's SPTM Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 9.6% in Q2 2026, selling an estimated $150K and leaving 16,114 shares worth $1.46M. The position accounts for 0.06% of the portfolio, ranked #321.

Kingswood Wealth Advisors first reported a position in SPTM in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q4 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Kingswood Wealth Advisors held 16,114 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.46M as of Q2 2026.
Kingswood Wealth Advisors sold 1,705 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $150K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #321 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.48M in Q4 2025.
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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.