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Legacy Private Trust’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Legacy Private Trust’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 		$56.9M Sell
626,685
-259,295
-29% -$22.8M 3.15% 5
2026
Q1 		$70M Sell
885,980
-6,787
-0.8% -$561K 4.31% 4
2025
Q4 		$73.7M Sell
892,767
-5,159
-0.6% -$422K 4.32% 3
2025
Q3 		$72.4M Sell
897,926
-210,861
-19% -$16.4M 4.32% 3
2025
Q2 		$83M Sell
1,108,787
-133,077
-11% -$9.24M 5.36% 3
2025
Q1 		$84.5M Buy
1,241,864
+350,091
+39% +$25.1M 5.81% 3
2024
Q4 		$63.7M Buy
891,773
+268,853
+43% +$19.3M 4.17% 3
2024
Q3 		$43.6M Sell
622,920
-13,623
-2% -$920K 2.93% 5
2024
Q2 		$42.2M Buy
636,543
+310,819
+95% +$19.9M 3% 5
2024
Q1 		$20.9M Buy
325,724
+1,133
+0.3% +$69.1K 1.53% 13
2023
Q4 		$19M Buy
324,591
+11,617
+4% +$634K 1.51% 12
2023
Q3 		$16.4M Buy
312,974
+15,169
+5% +$829K 1.41% 15
2023
Q2 		$16.2M Buy
+297,805
New +$15.4M 1.34% 16

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

Legacy Private Trust's SPTM Position: Q2 2026 in Review

Legacy Private Trust reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 29% in Q2 2026, selling an estimated $22.8M and leaving 626,685 shares worth $56.9M. The position accounts for 3.15% of the portfolio, ranked #5.

Legacy Private Trust first reported a position in SPTM in Q2 2023 and has held it in 13 quarters since. The position peaked at $84.5M in Q1 2025. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Legacy Private Trust held 626,685 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $56.9M as of Q2 2026.
  • Legacy Private Trust sold 259,295 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $22.8M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 3.15% of Legacy Private Trust's portfolio in Q2 2026, its #5 holding.
  • Legacy Private Trust first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • Legacy Private Trust's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $84.5M in Q1 2025.
  • 777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Legacy Private Trust's 13F filing for Q2 2026, filed 21 Jul 2026.