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

Lloyd 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	$452K	Buy	4,979 +4,581	+1,151%	+$403K	0.18%	70
2026 Q1	$31.5K	Sell	398 -4,630	-92%	-$382K	0.01%	327
2025 Q4	$415K	Buy	5,028 +1,171	+30%	+$95.8K	0.16%	65
2025 Q3	$311K	Sell	3,857 -1,483	-28%	-$115K	0.15%	69
2025 Q2	$400K	Sell	5,340 -416	-7%	-$28.9K	0.19%	59
2025 Q1	$391K	Sell	5,756 -222	-4%	-$15.9K	0.2%	60
2024 Q4	$427K	Buy	5,978 +1,378	+30%	+$99.2K	0.2%	60
2024 Q3	$322K	Buy	+4,600	New	+$311K	0.16%	76
2024 Q1	–	Sell	-5,521	Closed	-$323K	–	177
2023 Q4	$323K	Buy	+5,521	New	+$301K	0.15%	79
2022 Q3	–	Sell	-7,455	Closed	-$347K	–	65
2022 Q2	$347K	Sell	7,455 -2,709	-27%	-$137K	0.27%	40
2022 Q1	$565K	Buy	10,164 +4	+0%	+$219	0.26%	42
2021 Q4	$594K	Buy	10,160 +1,002	+11%	+$56.7K	0.27%	44
2021 Q3	$485K	Sell	9,158 -229	-2%	-$12.5K	0.25%	38
2021 Q2	$497K	Buy	9,387 +1,622	+21%	+$83.9K	0.25%	38
2021 Q1	$382K	Sell	7,765 -5,157	-40%	-$247K	0.21%	36
2020 Q4	$596K	Buy	+12,922	New	+$563K	0.33%	25

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

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

Lloyd Advisory Services increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1,151% in Q2 2026, buying an estimated $403K and bringing the position to 4,979 shares worth $452K. The position accounts for 0.18% of the portfolio, ranked #70.

Lloyd Advisory Services first reported a position in SPTM in Q4 2020 and has held it in 16 quarters since. The position peaked at $596K in Q4 2020. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Lloyd Advisory Services held 4,979 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $452K as of Q2 2026.
Lloyd Advisory Services bought 4,581 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $403K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.18% of Lloyd Advisory Services's portfolio in Q2 2026, its #70 holding.
Lloyd Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 16 quarters since.
Lloyd Advisory Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $596K in Q4 2020.
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 Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.