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

Moneta Group Investment 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	$241K	Sell	3,042 -321	-10%	-$26.5K	﹤0.01%	710
2025 Q4	$277K	Buy	3,363 +321	+11%	+$26.2K	﹤0.01%	656
2025 Q3	$245K	Buy	+3,042	New	+$236K	﹤0.01%	686
2025 Q1	–	Sell	-2,873	Closed	-$205K	–	703
2024 Q4	$205K	Buy	+2,873	New	+$207K	﹤0.01%	634
2020 Q1	–	Sell	-9,408	Closed	-$375K	–	289
2019 Q4	$375K	Sell	9,408 -10	-0.1%	-$381	0.03%	194
2019 Q3	$346K	Buy	9,418 +10	+0.1%	+$367	0.03%	200
2019 Q2	$343K	Sell	9,408 -19,898	-68%	-$713K	0.03%	185
2019 Q1	$1.03M	Sell	29,306 -4,275	-13%	-$145K	0.11%	95
2018 Q4	$1.04M	Sell	33,581 -5,101	-13%	-$170K	0.12%	99
2018 Q3	$1.4M	Buy	+38,682	New	+$1.38M	0.14%	90

Other funds holding SPTM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 $21.8B AUM 28.57% 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

Moneta Group Investment Advisors's SPTM Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 9.5% in Q1 2026, selling an estimated $26.5K and leaving 3,042 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

Moneta Group Investment Advisors first reported a position in SPTM in Q3 2018 and has held it in 10 quarters since. The position peaked at $1.4M in Q3 2018. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Moneta Group Investment Advisors held 3,042 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $241K as of Q1 2026.
Moneta Group Investment Advisors sold 321 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $26.5K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #710 holding.
Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and has held it in 10 quarters since.
Moneta Group Investment Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.4M in Q3 2018.
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 Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.