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

Modera Wealth Management’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	$2.44M	Sell	26,884 -178	-0.7%	-$15.7K	0.03%	253
2026 Q1	$2.14M	Sell	27,062 -2,169	-7%	-$179K	0.03%	251
2025 Q4	$2.41M	Sell	29,231 -390	-1%	-$31.9K	0.03%	248
2025 Q3	$2.39M	Sell	29,621 -4	-0%	-$311	0.03%	249
2025 Q2	$2.22M	Sell	29,625 -289	-1%	-$20.1K	0.03%	250
2025 Q1	$2.03M	Sell	29,914 -1,638	-5%	-$117K	0.03%	244
2024 Q4	$2.25M	Buy	31,552 +25,918	+460%	+$1.87M	0.03%	238
2024 Q3	$395K	Sell	5,634 -8	-0.1%	-$540	0.01%	452
2024 Q2	$374K	Hold	5,642	–	–	0.01%	438
2024 Q1	$362K	Hold	5,642	–	–	0.01%	444
2023 Q4	$330K	Hold	5,642	–	–	0.01%	459
2023 Q3	$296K	Sell	5,642 -4	-0.1%	-$219	0.01%	455
2023 Q2	$307K	Buy	+5,646	New	+$291K	0.01%	465

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

Modera Wealth Management's SPTM Position: Q2 2026 in Review

Modera Wealth Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.66% in Q2 2026, selling an estimated $15.7K and leaving 26,884 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #253.

Modera Wealth Management first reported a position in SPTM in Q2 2023 and has held it in 13 quarters since. 528 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Modera Wealth Management held 26,884 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.44M as of Q2 2026.
Modera Wealth Management sold 178 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $15.7K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of Modera Wealth Management's portfolio in Q2 2026, its #253 holding.
Modera Wealth Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 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 Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.