KPP Advisory Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

KPP Advisory Services’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	$204K	Buy	+2,250	New	+$198K	0.03%	351
2026 Q1	–	Sell	-3,527	Closed	-$291K	–	363
2025 Q4	$291K	Sell	3,527 -237	-6%	-$19.4K	0.04%	277
2025 Q3	$304K	Buy	3,764 +72	+2%	+$5.59K	0.04%	272
2025 Q2	$277K	Buy	+3,692	New	+$256K	0.05%	265

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

KPP Advisory Services's SPTM Position: Q2 2026 in Review

KPP Advisory Services opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 2,250 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #351 among its holdings. This is a return to the name: KPP Advisory Services previously reported a position in SPTM as recently as Q4 2025.

KPP Advisory Services first reported a position in SPTM in Q2 2025 and has held it in 4 quarters since. The position peaked at $304K in Q3 2025. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

KPP Advisory Services held 2,250 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $204K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new KPP Advisory Services position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of KPP Advisory Services's portfolio in Q2 2026, its #351 holding.
KPP Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
KPP Advisory Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $304K in Q3 2025.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.