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Koss-Olinger Consulting’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Koss-Olinger Consulting’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 		$1.62M Buy
17,860
+443
+3% +$39K 0.12% 40
2026
Q1 		$1.38M Buy
+17,417
New +$1.44M 0.12% 70
2025
Q4 		– Sell
-11,156
Closed -$835K – 311
2025
Q3 		$835K Hold
11,156
– – 0.07% 136
2025
Q2 		$835K Buy
11,156
+1,449
+15% +$101K 0.07% 136
2025
Q1 		$660K Buy
+9,707
New +$695K 0.06% 150

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

Koss-Olinger Consulting's SPTM Position: Q2 2026 in Review

Koss-Olinger Consulting increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.5% in Q2 2026, buying an estimated $39K and bringing the position to 17,860 shares worth $1.62M. The position accounts for 0.12% of the portfolio, ranked #40.

Koss-Olinger Consulting first reported a position in SPTM in Q1 2025 and has held it in 5 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Koss-Olinger Consulting held 17,860 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.62M as of Q2 2026.
  • Koss-Olinger Consulting bought 443 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $39K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.12% of Koss-Olinger Consulting's portfolio in Q2 2026, its #40 holding.
  • Koss-Olinger Consulting first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 5 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 Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.