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

Mutual 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 		$6.79M Buy
85,878
+2,134
+3% +$176K 0.15% 140
2025
Q4 		$6.91M Sell
83,744
-573
-0.7% -$46.9K 0.15% 138
2025
Q3 		$6.86M Sell
84,317
-508
-0.6% -$39.5K 0.15% 141
2025
Q2 		$6.55M Buy
84,825
+3,622
+4% +$251K 0.16% 136
2025
Q1 		$5.43M Sell
81,203
-2,477
-3% -$177K 0.16% 135
2024
Q4 		$6.04M Sell
83,680
-577
-0.7% -$41.5K 0.17% 108
2024
Q3 		$5.95M Sell
84,257
-3,118
-4% -$211K 0.17% 109
2024
Q2 		$5.83M Sell
87,375
-2,197
-2% -$141K 0.18% 120
2024
Q1 		$5.75M Sell
89,572
-10,368
-10% -$633K 0.18% 109
2023
Q4 		$5.84M Sell
99,940
-5,339
-5% -$292K 0.2% 108
2023
Q3 		$5.53M Buy
105,279
+325
+0.3% +$17.8K 0.22% 90
2023
Q2 		$5.71M Buy
104,954
+11,933
+13% +$616K 0.22% 94
2023
Q1 		$4.69M Sell
93,021
-5,742
-6% -$284K 0.19% 106
2022
Q4 		$4.67M Sell
98,763
-4,058
-4% -$193K 0.21% 100
2022
Q3 		$4.54M Buy
102,821
+5,451
+6% +$267K 0.23% 89
2022
Q2 		$4.53M Buy
97,370
+437
+0.5% +$22.1K 0.3% 76
2022
Q1 		$5.39M Buy
96,933
+250
+0.3% +$13.7K 0.3% 70
2021
Q4 		$5.65M Sell
96,683
-5,090
-5% -$288K 0.3% 71
2021
Q3 		$5.39M Sell
101,773
-4,599
-4% -$250K 0.32% 66
2021
Q2 		$5.63M Sell
106,372
-10,104
-9% -$523K 0.33% 70
2021
Q1 		$5.73M Sell
116,476
-26,488
-19% -$1.27M 0.39% 56
2020
Q4 		$6.59M Buy
142,964
+12,820
+10% +$559K 0.49% 37
2020
Q3 		$5.32M Sell
130,144
-15,034
-10% -$609K 0.46% 42
2020
Q2 		$5.49M Sell
145,178
-153,922
-51% -$5.51M 0.54% 31
2020
Q1 		$9.41M Sell
299,100
-21,786
-7% -$820K 1.28% 13
2019
Q4 		$12.8M Buy
320,886
+25,766
+9% +$982K 1.36% 8
2019
Q3 		$10.8M Buy
295,120
+83,989
+40% +$3.08M 1.43% 8
2019
Q2 		$7.7M Buy
211,131
+72,567
+52% +$2.6M 1% 13
2019
Q1 		$4.88M Buy
138,564
+34,433
+33% +$1.17M 0.72% 25
2018
Q4 		$3.22M Buy
104,131
+68,651
+193% +$2.29M 0.63% 26
2018
Q3 		$1.28M Buy
35,480
+26,833
+310% +$955K 0.19% 131
2018
Q2 		$294K Buy
+8,647
New +$292K 0.07% 331

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
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

Mutual Advisors's SPTM Position: Q1 2026 in Review

Mutual Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.5% in Q1 2026, buying an estimated $176K and bringing the position to 85,878 shares worth $6.79M. The position accounts for 0.15% of the portfolio, ranked #140.

Mutual Advisors first reported a position in SPTM in Q2 2018 and has held it in 32 quarters since. The position peaked at $12.8M in Q4 2019. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Mutual Advisors held 85,878 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $6.79M as of Q1 2026.
  • Mutual Advisors bought 2,134 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $176K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.15% of Mutual Advisors's portfolio in Q1 2026, its #140 holding.
  • Mutual Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and has held it in 32 quarters since.
  • Mutual Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $12.8M in Q4 2019.
  • 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 Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.