McKinley Carter Wealth Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

McKinley Carter Wealth Services’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	$381K	Hold	4,192	–	–	0.02%	256
2026 Q1	$331K	Hold	4,192	–	–	0.02%	248
2025 Q4	$346K	Sell	4,192 -361	-8%	-$29.5K	0.02%	263
2025 Q3	$367K	Sell	4,553 -42	-0.9%	-$3.26K	0.02%	252
2025 Q2	$344K	Sell	4,595 -1,270	-22%	-$88.1K	0.02%	252
2025 Q1	$399K	Hold	5,865	–	–	0.02%	230
2024 Q4	$419K	Hold	5,865	–	–	0.03%	217
2024 Q3	$411K	Sell	5,865 -54	-0.9%	-$3.65K	0.02%	225
2024 Q2	$393K	Hold	5,919	–	–	0.03%	229
2024 Q1	$380K	Sell	5,919 -75	-1%	-$4.58K	0.03%	233
2023 Q4	$350K	Hold	5,994	–	–	0.03%	239
2023 Q3	$315K	Hold	5,994	–	–	0.03%	240
2023 Q2	$326K	Hold	5,994	–	–	0.02%	243
2023 Q1	$302K	Hold	5,994	–	–	0.02%	249
2022 Q4	$283K	Buy	5,994 +4	+0.1%	+$190	0.02%	249
2022 Q3	$264K	Sell	5,990 -920	-13%	-$45K	0.02%	242
2022 Q2	$321K	Hold	6,910	–	–	0.03%	235
2022 Q1	$384K	Sell	6,910 -1,169	-14%	-$64.1K	0.03%	221
2021 Q4	$472K	Sell	8,079 -193	-2%	-$10.9K	0.04%	196
2021 Q3	$438K	Sell	8,272 -155	-2%	-$8.43K	0.04%	201
2021 Q2	$446K	Sell	8,427 -354	-4%	-$18.3K	0.04%	198
2021 Q1	$432K	Sell	8,781 -1,640	-16%	-$78.4K	0.04%	203
2020 Q4	$480K	Buy	+10,421	New	+$454K	0.06%	168

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

McKinley Carter Wealth Services's SPTM Position: Q2 2026 in Review

McKinley Carter Wealth Services held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 4,192 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #256.

McKinley Carter Wealth Services first reported a position in SPTM in Q4 2020 and has held it in 23 quarters since. The position peaked at $480K in Q4 2020. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

McKinley Carter Wealth Services held 4,192 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $381K as of Q2 2026.
McKinley Carter Wealth Services left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #256 holding.
McKinley Carter Wealth Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
McKinley Carter Wealth Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $480K in Q4 2020.
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 McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.