Mariner
SPTM icon

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

Mariner’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 		$5.37M Sell
59,165
-202,293
-77% -$17.8M 0.01% 1004
2026
Q1 		$20.7M Buy
261,458
+34,237
+15% +$2.83M 0.02% 462
2025
Q4 		$18.7M Sell
227,221
-29,236
-11% -$2.39M 0.02% 467
2025
Q3 		$20.7M Buy
256,457
+14,079
+6% +$1.09M 0.03% 411
2025
Q2 		$18.2M Buy
242,378
+39,429
+19% +$2.74M 0.03% 440
2025
Q1 		$13.8M Sell
202,949
-68,721
-25% -$4.92M 0.02% 467
2024
Q4 		$19.4M Buy
271,670
+2,975
+1% +$214K 0.03% 375
2024
Q3 		$18.8M Buy
268,695
+30,621
+13% +$2.07M 0.03% 374
2024
Q2 		$15.8M Buy
238,074
+2,289
+1% +$147K 0.03% 384
2024
Q1 		$15.1M Buy
235,785
+40,209
+21% +$2.45M 0.03% 395
2023
Q4 		$11.4M Sell
195,576
-162,673
-45% -$8.88M 0.03% 432
2023
Q3 		$18.8M Buy
358,249
+162,401
+83% +$8.88M 0.05% 298
2023
Q2 		$10.7M Buy
195,848
+52,559
+37% +$2.71M 0.03% 419
2023
Q1 		$7.23M Buy
143,289
+11,106
+8% +$548K 0.02% 522
2022
Q4 		$6.25M Buy
132,183
+126,222
+2,117% +$6M 0.02% 530
2022
Q3 		$263K Buy
+5,961
New +$292K ﹤0.01% 1867

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

Mariner's SPTM Position: Q2 2026 in Review

Mariner reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 77% in Q2 2026, selling an estimated $17.8M and leaving 59,165 shares worth $5.37M. The position accounts for 0.01% of the portfolio, ranked #1004.

Mariner first reported a position in SPTM in Q3 2022 and has held it in 16 quarters since. The position peaked at $20.7M in Q3 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Mariner held 59,165 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $5.37M as of Q2 2026.
  • Mariner sold 202,293 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $17.8M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Mariner's portfolio in Q2 2026, its #1004 holding.
  • Mariner first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and has held it in 16 quarters since.
  • Mariner's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $20.7M in Q3 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 Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.