LPL Financial
SPTM icon

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

LPL Financial’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
Q1 		$672M Buy
8,501,799
+199,994
+2% +$16.5M 0.18% 120
2025
Q4 		$685M Buy
8,301,805
+30,408
+0.4% +$2.49M 0.19% 111
2025
Q3 		$667M Buy
8,271,397
+147,557
+2% +$11.5M 0.19% 109
2025
Q2 		$608M Sell
8,123,840
-46,301
-0.6% -$3.21M 0.2% 104
2025
Q1 		$556M Sell
8,170,141
-230,836
-3% -$16.5M 0.22% 106
2024
Q4 		$600M Sell
8,400,977
-318,666
-4% -$22.9M 0.24% 91
2024
Q3 		$611M Sell
8,719,643
-65,215
-0.7% -$4.4M 0.27% 81
2024
Q2 		$583M Buy
8,784,858
+354,978
+4% +$22.7M 0.29% 73
2024
Q1 		$541M Sell
8,429,880
-342,012
-4% -$20.9M 0.29% 76
2023
Q4 		$513M Buy
8,771,892
+1,245,629
+17% +$68M 0.31% 68
2023
Q3 		$395M Buy
7,526,263
+459,157
+6% +$25.1M 0.28% 81
2023
Q2 		$385M Buy
7,067,106
+67,474
+1% +$3.48M 0.27% 84
2023
Q1 		$353M Buy
6,999,632
+189,638
+3% +$9.36M 0.27% 81
2022
Q4 		$322M Buy
6,809,994
+576,123
+9% +$27.4M 0.28% 83
2022
Q3 		$275M Sell
6,233,871
-7,150
-0.1% -$350K 0.27% 82
2022
Q2 		$290M Sell
6,241,021
-1,156,773
-16% -$58.4M 0.28% 78
2022
Q1 		$411M Buy
7,397,794
+862,830
+13% +$47.3M 0.35% 58
2021
Q4 		$382M Buy
6,534,964
+880,401
+16% +$49.8M 0.32% 65
2021
Q3 		$300M Buy
5,654,563
+560,607
+11% +$30.5M 0.28% 75
2021
Q2 		$270M Buy
5,093,956
+376,890
+8% +$19.5M 0.27% 75
2021
Q1 		$232M Buy
4,717,066
+583,771
+14% +$27.9M 0.27% 79
2020
Q4 		$191M Buy
4,133,295
+572,520
+16% +$25M 0.25% 82
2020
Q3 		$146M Buy
3,560,775
+386,948
+12% +$15.7M 0.23% 91
2020
Q2 		$120M Buy
3,173,827
+1,409,892
+80% +$50.4M 0.21% 97
2020
Q1 		$55.5M Buy
1,763,935
+1,013,609
+135% +$38.1M 0.12% 158
2019
Q4 		$29.9M Buy
750,326
+101,629
+16% +$3.87M 0.05% 277
2019
Q3 		$23.8M Buy
648,697
+12,537
+2% +$460K 0.05% 293
2019
Q2 		$23.2M Buy
636,160
+55,516
+10% +$1.99M 0.05% 293
2019
Q1 		$20.4M Buy
580,644
+25,599
+5% +$866K 0.05% 307
2018
Q4 		$17.2M Buy
555,045
+31,613
+6% +$1.06M 0.05% 307
2018
Q3 		$18.9M Buy
523,432
+39,448
+8% +$1.4M 0.05% 311
2018
Q2 		$16.5M Buy
483,984
+15,983
+3% +$539K 0.04% 325
2018
Q1 		$15.4M Buy
468,001
+37,279
+9% +$1.26M 0.04% 327
2017
Q4 		$14.3M Buy
430,722
+72,798
+20% +$2.35M 0.04% 327
2017
Q3 		$11.2M Buy
357,924
+27,876
+8% +$853K 0.04% 352
2017
Q2 		$9.95M Buy
330,048
+34,374
+12% +$1.02M 0.04% 362
2017
Q1 		$8.68M Buy
295,674
+38,994
+15% +$1.13M 0.06% 275
2016
Q4 		$7.21M Buy
256,680
+16,158
+7% +$439K 0.05% 299
2016
Q3 		$6.41M Buy
240,522
+38,004
+19% +$1.02M 0.06% 297
2016
Q2 		$5.23M Sell
202,518
-347,850
-63% -$8.92M 0.04% 358
2016
Q1 		$13.8M Sell
550,368
-1,374,828
-71% -$33M 0.04% 359
2015
Q4 		$47.9M Buy
1,925,196
+856,314
+80% +$21.8M 0.13% 141
2015
Q3 		$26.3M Buy
1,068,882
+216,114
+25% +$5.48M 0.14% 139
2015
Q2 		$22M Buy
852,768
+249,294
+41% +$6.57M 0.11% 174
2015
Q1 		$15.6M Buy
603,474
+419,664
+228% +$10.8M 0.08% 225
2014
Q4 		$4.74M Buy
183,810
+152,982
+496% +$3.83M 0.03% 508
2014
Q3 		$745K Buy
30,828
+384
+1% +$9.5K ﹤0.01% 1486
2014
Q2 		$750K Buy
30,444
+1,212
+4% +$28.9K ﹤0.01% 1523
2014
Q1 		$689K Sell
29,232
-2,754
-9% -$63.8K ﹤0.01% 1506
2013
Q4 		$743K Buy
31,986
+4,218
+15% +$93.8K ﹤0.01% 1453
2013
Q3 		$599K Sell
27,768
-4,212
-13% -$88.5K ﹤0.01% 1512
2013
Q2 		$640K Buy
+31,980
New +$643K ﹤0.01% 1397

Other funds holding SPTM

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $651M AUM 15.34% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's SPTM Position: Q1 2026 in Review

LPL Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.4% in Q1 2026, buying an estimated $16.5M and bringing the position to 8,501,799 shares worth $672M. The position accounts for 0.18% of the portfolio, ranked #120.

LPL Financial first reported a position in SPTM in Q2 2013 and has held it in 52 quarters since. The position peaked at $685M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • LPL Financial held 8,501,799 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $672M as of Q1 2026.
  • LPL Financial bought 199,994 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $16.5M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.18% of LPL Financial's portfolio in Q1 2026, its #120 holding.
  • LPL Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $685M in Q4 2025.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.