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

McClarren Financial 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 		$1.64M Sell
18,014
-952
-5% -$83.8K 0.85% 20
2026
Q1 		$1.5M Buy
18,966
+14,338
+310% +$1.18M 0.89% 20
2025
Q4 		$1.54M Sell
4,628
-11,880
-72% -$971K 0.92% 21
2025
Q3 		$1.53M Sell
16,508
-2,942
-15% -$229K 0.94% 21
2025
Q2 		$1.46M Buy
19,450
+2,296
+13% +$159K 0.95% 21
2025
Q1 		$1.33M Sell
17,154
-2,415
-12% -$173K 0.88% 19
2024
Q4 		$1.4M Buy
19,569
+1,769
+10% +$127K 3.92% 3
2024
Q3 		$45M Buy
17,800
+15,810
+794% +$1.07M 5.65% 5
2024
Q2 		$1.61M Sell
1,990
-23,373
-92% -$1.5M 1.13% 16
2024
Q1 		$1.63M Sell
25,363
-141
-0.6% -$8.6K 1.17% 17
2023
Q4 		$1.49M Buy
25,504
+43
+0.2% +$2.35K 1.14% 17
2023
Q3 		$1.33M Sell
25,461
-1,897
-7% -$104K 1.16% 17
2023
Q2 		$1.49M Sell
27,358
-499
-2% -$25.7K 1.23% 15
2023
Q1 		$1.39M Sell
27,857
-592
-2% -$29.2K 1.26% 17
2022
Q4 		$1.34M Buy
28,449
+1,545
+6% +$73.4K 1.28% 16
2022
Q3 		$1.19M Buy
+26,904
New +$1.32M 1.18% 17
2022
Q2 		– Sell
-30,427
Closed -$1.69M – 235
2022
Q1 		$1.69M Buy
30,427
+64
+0.2% +$3.51K 1.22% 15
2021
Q4 		$1.77M Sell
30,363
-434
-1% -$24.6K 1.21% 15
2021
Q3 		$1.63M Sell
30,797
-5,753
-16% -$313K 1.27% 12
2021
Q2 		$1.94M Sell
36,550
-7,207
-16% -$373K 1.57% 12
2021
Q1 		$2.15M Buy
43,757
+440
+1% +$21K 1.92% 12
2020
Q4 		$2M Buy
+43,317
New +$1.89M 1.92% 12

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

McClarren Financial Advisors's SPTM Position: Q2 2026 in Review

McClarren Financial Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5% in Q2 2026, selling an estimated $83.8K and leaving 18,014 shares worth $1.64M. The position accounts for 0.85% of the portfolio, ranked #20.

McClarren Financial Advisors first reported a position in SPTM in Q4 2020 and has held it in 22 quarters since. The position peaked at $45M in Q3 2024. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • McClarren Financial Advisors held 18,014 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.64M as of Q2 2026.
  • McClarren Financial Advisors sold 952 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $83.8K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.85% of McClarren Financial Advisors's portfolio in Q2 2026, its #20 holding.
  • McClarren Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • McClarren Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $45M in Q3 2024.
  • 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 McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.