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

Lido 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	$14M	Buy	154,171 +659	+0.4%	+$58K	0.04%	297
2026 Q1	$12.1M	Buy	153,512 +18,553	+14%	+$1.53M	0.04%	288
2025 Q4	$11.1M	Buy	134,959 +2,075	+2%	+$170K	0.03%	312
2025 Q3	$10.7M	Buy	132,884 +107,903	+432%	+$8.39M	0.03%	298
2025 Q2	$1.87M	Buy	24,981 +7,508	+43%	+$521K	0.01%	609
2025 Q1	$1.19M	Buy	17,473 +57	+0.3%	+$4.08K	0.01%	706
2024 Q4	$1.24M	Buy	17,416 +2,432	+16%	+$175K	0.01%	681
2024 Q3	$1.05M	Buy	14,984 +7,345	+96%	+$496K	0.01%	689
2024 Q2	$507K	Buy	7,639 +1	+0%	+$64	﹤0.01%	923
2024 Q1	$490K	Buy	7,638 +2	+0%	+$122	﹤0.01%	913
2023 Q4	$446K	Sell	7,636 -77	-1%	-$4.2K	﹤0.01%	900
2023 Q3	$405K	Buy	7,713 +2	+0%	+$109	﹤0.01%	807
2023 Q2	$420K	Buy	7,711 +1	+0%	+$52	﹤0.01%	791
2023 Q1	$389K	Sell	7,710 -80	-1%	-$3.95K	﹤0.01%	786
2022 Q4	$368K	Sell	7,790 -5,998	-44%	-$285K	﹤0.01%	727
2022 Q3	$608K	Sell	13,788 -7	-0.1%	-$343	0.01%	501
2022 Q2	$641K	Sell	13,795 -16	-0.1%	-$808	0.01%	462
2022 Q1	$767K	Buy	13,811 +810	+6%	+$44.4K	0.01%	465
2021 Q4	$759K	Buy	13,001 +8	+0.1%	+$453	0.01%	483
2021 Q3	$688K	Sell	12,993 -229	-2%	-$12.5K	0.01%	484
2021 Q2	$700K	Sell	13,222 -621	-4%	-$32.1K	0.01%	461
2021 Q1	$681K	Sell	13,843 -935	-6%	-$44.7K	0.01%	428
2020 Q4	$681K	Buy	14,778 +25	+0.2%	+$1.09K	0.01%	404
2020 Q3	$603K	Sell	14,753 -997	-6%	-$40.4K	0.02%	345
2020 Q2	$595K	Buy	15,750 +4	+0%	+$143	0.02%	320
2020 Q1	$495K	Buy	15,746 +52	+0.3%	+$1.96K	0.02%	325
2019 Q4	$626K	Buy	15,694 +2,148	+16%	+$81.9K	0.02%	336
2019 Q3	$498K	Buy	13,546 +3,797	+39%	+$139K	0.03%	331
2019 Q2	$355K	Buy	9,749 +1,087	+13%	+$39K	0.02%	385
2019 Q1	$304K	Buy	+8,662	New	+$293K	0.02%	386
2018 Q4	–	Sell	-6,000	Closed	-$217K	–	479
2018 Q3	$217K	Buy	+6,000	New	+$214K	0.02%	408

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

Lido Advisors's SPTM Position: Q2 2026 in Review

Lido Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.43% in Q2 2026, buying an estimated $58K and bringing the position to 154,171 shares worth $14M. The position accounts for 0.04% of the portfolio, ranked #297.

Lido Advisors first reported a position in SPTM in Q3 2018 and has held it in 31 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Lido Advisors held 154,171 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $14M as of Q2 2026.
Lido Advisors bought 659 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $58K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of Lido Advisors's portfolio in Q2 2026, its #297 holding.
Lido Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and has held it in 31 quarters since.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.