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

MGO One Seven’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 		$444K Sell
4,887
-465
-9% -$40.9K 0.01% 1029
2026
Q1 		$423K Sell
5,352
-102
-2% -$8.42K 0.01% 978
2025
Q4 		$450K Hold
5,454
– – 0.01% 930
2025
Q3 		$440K Sell
5,454
-2,438
-31% -$189K 0.01% 862
2025
Q2 		$591K Buy
7,892
+1,452
+23% +$101K 0.02% 669
2025
Q1 		$438K Sell
6,440
-1,545
-19% -$111K 0.02% 674
2024
Q4 		$570K Buy
7,985
+888
+13% +$63.9K 0.02% 592
2024
Q3 		$497K Hold
7,097
– – 0.02% 583
2024
Q2 		$471K Sell
7,097
-1,624
-19% -$104K 0.02% 582
2024
Q1 		$559K Hold
8,721
– – 0.03% 490
2023
Q4 		$510K Hold
8,721
– – 0.03% 519
2023
Q3 		$458K Sell
8,721
-4,913
-36% -$268K 0.04% 467
2023
Q2 		$742K Sell
13,634
-1,500
-10% -$77.4K 0.07% 310
2023
Q1 		$763K Hold
15,134
– – 0.05% 354
2022
Q4 		$716K Sell
15,134
-208
-1% -$9.88K 0.07% 301
2022
Q3 		$676K Buy
15,342
+32
+0.2% +$1.57K 0.03% 322
2022
Q2 		$712K Sell
15,310
-3
-0% -$151 0.1% 234
2022
Q1 		$851K Sell
15,313
-1,234
-7% -$67.7K 0.09% 241
2021
Q4 		$967K Buy
+16,547
New +$936K 0.1% 228

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

MGO One Seven's SPTM Position: Q2 2026 in Review

MGO One Seven reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 8.7% in Q2 2026, selling an estimated $40.9K and leaving 4,887 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #1029.

MGO One Seven first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $967K in Q4 2021. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • MGO One Seven held 4,887 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $444K as of Q2 2026.
  • MGO One Seven sold 465 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $40.9K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1029 holding.
  • MGO One Seven first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • MGO One Seven's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $967K in Q4 2021.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.