M Holdings Securities’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

M Holdings Securities’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	–	Sell	-10,079	Closed	-$805K	–	264
2026 Q1	$805K	Hold	10,079	–	–	0.05%	213
2025 Q4	$832K	Buy	+10,079	New	+$824K	0.06%	212
2025 Q3	–	Sell	-10,187	Closed	-$760K	–	179
2025 Q2	$760K	Buy	+10,187	New	+$707K	0.13%	109

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

M Holdings Securities's SPTM Position: Q2 2026 in Review

M Holdings Securities sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026, closing a stake of 10,079 shares — an estimated $805K sold.

M Holdings Securities first reported a position in SPTM in Q2 2025 and held it in 3 quarters. The position peaked at $832K in Q4 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

M Holdings Securities reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 10,079 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $805K.
M Holdings Securities first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2025 and held it in 3 quarters.
M Holdings Securities's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $832K in Q4 2025.
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 M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.