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 Q2	$2.01M	Buy	22,122 +936	+4%	+$82.4K	0.12%	166
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 $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

MONECO Advisors's SPTM Position: Q2 2026 in Review

MONECO Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.4% in Q2 2026, buying an estimated $82.4K and bringing the position to 22,122 shares worth $2.01M. The position accounts for 0.12% of the portfolio, ranked #166.

MONECO Advisors first reported a position in SPTM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.76M in Q4 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

MONECO Advisors held 22,122 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.01M as of Q2 2026.
MONECO Advisors bought 936 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $82.4K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.12% of MONECO Advisors's portfolio in Q2 2026, its #166 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 10 quarters since.
MONECO Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.76M in Q4 2025.
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 MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.