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

LexAurum 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 		$2.32M Buy
25,510
+4
+0% +$352 0.27% 78
2026
Q1 		$2.02M Buy
+25,506
New +$2.11M 0.26% 74
2025
Q3 		$2.16M Buy
26,723
+123
+0.5% +$9.56K 0.31% 67
2025
Q2 		$1.99M Buy
26,600
+754
+3% +$52.3K 0.31% 63
2025
Q1 		$1.76M Buy
25,846
+407
+2% +$29.1K 0.34% 57
2024
Q4 		$1.82M Buy
25,439
+4,810
+23% +$346K 0.36% 55
2024
Q3 		$1.45M Buy
20,629
+3
+0% +$203 0.32% 66
2024
Q2 		$1.37M Sell
20,626
-503
-2% -$32.2K 0.33% 61
2024
Q1 		$1.36M Sell
21,129
-1,159
-5% -$70.7K 0.34% 61
2023
Q4 		$1.3M Buy
22,288
+785
+4% +$42.9K 0.34% 63
2023
Q3 		$1.13M Sell
21,503
-1,054
-5% -$57.6K 0.33% 65
2023
Q2 		$1.23M Sell
22,557
-164
-0.7% -$8.46K 0.37% 58
2023
Q1 		$1.15M Sell
22,721
-668
-3% -$33K 0.38% 53
2022
Q4 		$1.11M Sell
23,389
-1,375
-6% -$65.3K 0.4% 54
2022
Q3 		$1.09M Sell
24,764
-500
-2% -$24.5K 0.42% 52
2022
Q2 		$1.17M Sell
25,264
-1,451
-5% -$73.3K 0.44% 46
2022
Q1 		$1.49M Sell
26,715
-206,352
-89% -$11.3M 0.48% 46
2021
Q4 		$13.6M Buy
233,067
+29,662
+15% +$1.68M 4.43% 2
2021
Q3 		$10.8M Buy
203,405
+6,522
+3% +$355K 3.18% 4
2021
Q2 		$10.4M Buy
196,883
+16,090
+9% +$833K 3.09% 4
2021
Q1 		$8.89M Sell
180,793
-534
-0.3% -$25.5K 3.04% 4
2020
Q4 		$8.36M Buy
181,327
+10,948
+6% +$477K 3% 5
2020
Q3 		$6.97M Buy
170,379
+3,128
+2% +$127K 2.86% 6
2020
Q2 		$6.32M Sell
167,251
-27,263
-14% -$975K 3.45% 4
2020
Q1 		$6.12M Buy
194,514
+51,943
+36% +$1.95M 4.24% 4
2019
Q4 		$5.68M Buy
142,571
+26,018
+22% +$992K 2.81% 6
2019
Q3 		$4.28M Buy
116,553
+2,630
+2% +$96.4K 2.53% 6
2019
Q2 		$4.15M Buy
113,923
+11,309
+11% +$405K 2.56% 7
2019
Q1 		$3.61M Buy
102,614
+8,813
+9% +$298K 2.39% 7
2018
Q4 		$2.9M Buy
93,801
+35,243
+60% +$1.18M 2.24% 9
2018
Q3 		$2.12M Buy
58,558
+22,573
+63% +$803K 1.49% 16
2018
Q2 		$1.22M Buy
35,985
+1,318
+4% +$44.5K 1.09% 25
2018
Q1 		$1.14M Buy
34,667
+4,403
+15% +$149K 0.96% 27
2017
Q4 		$1.04M Buy
+30,264
New +$979K 0.98% 31

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

LexAurum Advisors's SPTM Position: Q2 2026 in Review

LexAurum Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.02% in Q2 2026, buying an estimated $352 and bringing the position to 25,510 shares worth $2.32M. The position accounts for 0.27% of the portfolio, ranked #78.

LexAurum Advisors first reported a position in SPTM in Q4 2017 and has held it in 34 quarters since. The position peaked at $13.6M in Q4 2021. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • LexAurum Advisors held 25,510 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.32M as of Q2 2026.
  • LexAurum Advisors bought 4 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $352.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.27% of LexAurum Advisors's portfolio in Q2 2026, its #78 holding.
  • LexAurum Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and has held it in 34 quarters since.
  • LexAurum Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $13.6M in Q4 2021.
  • 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 LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.