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

Maryland Capital 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	$43.9K	Buy	+483	New	+$42.5K	0.01%	149
2025 Q4	$39.8K	Hold	483	–	–	0.01%	156
2025 Q3	$39K	Hold	483	–	–	0.01%	151
2025 Q2	$36.2K	Hold	483	–	–	0.01%	151
2025 Q1	$32.8K	Sell	483 -107	-18%	-$7.66K	0.01%	142
2024 Q4	$42.1K	Buy	590 +297	+101%	+$21.4K	0.02%	138
2024 Q3	$20.5K	Hold	293	–	–	0.01%	161
2024 Q2	$19.4K	Hold	293	–	–	0.01%	164
2024 Q1	$18.8K	Hold	293	–	–	0.01%	152
2023 Q4	$17.1K	Hold	293	–	–	0.01%	150
2023 Q3	$15.4K	Hold	293	–	–	0.01%	148
2023 Q2	$16K	Hold	293	–	–	0.01%	154
2023 Q1	$14.8K	Buy	+293	New	+$14.5K	0.01%	158

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

KFP

Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

Maryland Capital Advisors's SPTM Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 483 shares worth $43.9K. The stake represents 0.01% of the portfolio and ranks #149 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in SPTM as recently as Q4 2025.

Maryland Capital Advisors first reported a position in SPTM in Q1 2023 and has held it in 13 quarters since. 528 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Maryland Capital Advisors held 483 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $43.9K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Maryland Capital Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #149 holding.
Maryland Capital Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
528 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.