N.E.W. Advisory Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

N.E.W. Advisory Services’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	$42.9M	Buy	472,621 +16,485	+4%	+$1.45M	2.87%	9
2026 Q1	$36.1M	Buy	456,136 +11,222	+3%	+$927K	2.7%	9
2025 Q4	$36.7M	Buy	444,914 +31,339	+8%	+$2.56M	2.71%	9
2025 Q3	$33.4M	Buy	413,575 +8,443	+2%	+$656K	2.98%	10
2025 Q2	$30.3M	Sell	405,132 -68,010	-14%	-$4.72M	2.94%	10
2025 Q1	$32.2M	Buy	473,142 +67,100	+17%	+$4.8M	2.46%	9
2024 Q4	$29M	Buy	406,042 +5,626	+1%	+$405K	2.75%	9
2024 Q3	$28.1M	Buy	400,416 +2,139	+0.5%	+$144K	2.77%	8
2024 Q2	$26.4M	Buy	398,277 +11,879	+3%	+$761K	2.85%	8
2024 Q1	$24.8M	Sell	386,398 -18,555	-5%	-$1.13M	2.75%	9
2023 Q4	$23.7M	Buy	404,953 +4,615	+1%	+$252K	2.86%	9
2023 Q3	$21M	Buy	400,338 +7,915	+2%	+$433K	2.99%	8
2023 Q2	$21.4M	Buy	392,423 +6,674	+2%	+$344K	2.98%	9
2023 Q1	$19.5M	Buy	385,749 +9,844	+3%	+$486K	2.83%	9
2022 Q4	$17.8M	Buy	375,905 +91,258	+32%	+$4.34M	2.78%	9
2022 Q3	$12.6M	Buy	284,647 +11,841	+4%	+$580K	2.27%	10
2022 Q2	$12.7M	Buy	272,806 +76,434	+39%	+$3.86M	2.22%	12
2022 Q1	$9.65M	Sell	196,372 -65,563	-25%	-$3.59M	1.83%	14
2021 Q4	$15.3M	Buy	261,935 +24,161	+10%	+$1.37M	2.31%	12
2021 Q3	$12.6M	Buy	237,774 +5,439	+2%	+$296K	2.05%	13
2021 Q2	$12.3M	Buy	232,335 +36,268	+18%	+$1.88M	2.06%	13
2021 Q1	$9.75M	Buy	196,067 +27,843	+17%	+$1.33M	1.83%	14
2020 Q4	$7.75M	Buy	168,224 +18,775	+13%	+$818K	1.63%	17
2020 Q3	$6.11M	Buy	149,449 +16,737	+13%	+$678K	1.73%	17
2020 Q2	$5.01M	Buy	+132,712	New	+$4.75M	1.56%	17
2019 Q4	$3.81M	Buy	+95,478	New	+$3.64M	1.24%	18

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

N.E.W. Advisory Services's SPTM Position: Q2 2026 in Review

N.E.W. Advisory Services increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.6% in Q2 2026, buying an estimated $1.45M and bringing the position to 472,621 shares worth $42.9M. The position accounts for 2.87% of the portfolio, ranked #9.

N.E.W. Advisory Services first reported a position in SPTM in Q4 2019 and has held it in 26 quarters since. 573 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

N.E.W. Advisory Services held 472,621 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $42.9M as of Q2 2026.
N.E.W. Advisory Services bought 16,485 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.45M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 2.87% of N.E.W. Advisory Services's portfolio in Q2 2026, its #9 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
573 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.