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

MONECO 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 Q1	$1.67M	Sell	21,186 -12,289	-37%	-$1.01M	0.13%	153
2025 Q4	$2.76M	Buy	33,475 +22,015	+192%	+$1.8M	0.22%	98
2025 Q3	$924K	Buy	11,460 +1,367	+14%	+$106K	0.08%	215
2025 Q2	$756K	Buy	10,093 +1,031	+11%	+$71.6K	0.07%	226
2025 Q1	$616K	Buy	9,062 +418	+5%	+$29.9K	0.06%	240
2024 Q4	$617K	Buy	8,644 +2,913	+51%	+$210K	0.07%	244
2024 Q3	$402K	Buy	5,731 +338	+6%	+$22.8K	0.05%	289
2024 Q2	$358K	Buy	5,393 +998	+23%	+$63.9K	0.05%	288
2024 Q1	$282K	Buy	+4,395	New	+$268K	0.04%	327

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

MONECO Advisors's SPTM Position: Q1 2026 in Review

MONECO Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 37% in Q1 2026, selling an estimated $1.01M and leaving 21,186 shares worth $1.67M. The position accounts for 0.13% of the portfolio, ranked #153.

MONECO Advisors first reported a position in SPTM in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.76M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

MONECO Advisors held 21,186 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.67M as of Q1 2026.
MONECO Advisors sold 12,289 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $1.01M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.13% of MONECO Advisors's portfolio in Q1 2026, its #153 holding.
MONECO Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
MONECO Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.76M in Q4 2025.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.