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Lane Brothers & Co’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Lane Brothers & Co’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 		$2.65M Sell
29,148
-3,568
-11% -$314K 1.73% 14
2026
Q1 		$2.59M Sell
32,716
-4,526
-12% -$374K 1.89% 13
2025
Q4 		$3.07M Buy
+37,242
New +$3.05M 2.22% 13

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

Lane Brothers & Co's SPTM Position: Q2 2026 in Review

Lane Brothers & Co reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 11% in Q2 2026, selling an estimated $314K and leaving 29,148 shares worth $2.65M. The position accounts for 1.73% of the portfolio, ranked #14.

Lane Brothers & Co first reported a position in SPTM in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.07M in Q4 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Lane Brothers & Co held 29,148 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.65M as of Q2 2026.
  • Lane Brothers & Co sold 3,568 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $314K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.73% of Lane Brothers & Co's portfolio in Q2 2026, its #14 holding.
  • Lane Brothers & Co first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • Lane Brothers & Co's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $3.07M 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 Lane Brothers & Co's 13F filing for Q2 2026, filed 5 Aug 2026.