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

NBC Securities’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 		$334K Buy
3,684
+864
+31% +$76K 0.02% 672
2026
Q1 		$223K Buy
2,820
+300
+12% +$24.8K 0.02% 802
2025
Q4 		$208K Hold
2,520
– – 0.02% 827
2025
Q3 		$203K Buy
2,520
+1,110
+79% +$86.3K 0.02% 835
2025
Q2 		$105K Hold
1,410
– – 0.01% 1026
2025
Q1 		$95K Buy
1,410
+1,409
+140,900% +$101K 0.01% 995
2024
Q4 		$96 Sell
1
-1,354
-100% -$97.4K 0.01% 931
2024
Q3 		$94K Buy
1,355
+50
+4% +$3.38K 0.01% 1002
2024
Q2 		$86K Buy
1,305
+175
+15% +$11.2K 0.01% 986
2024
Q1 		$72K Sell
1,130
-2,506
-69% -$153K 0.01% 1031
2023
Q4 		$212K Buy
3,636
+200
+6% +$10.9K 0.02% 706
2023
Q3 		$180K Buy
+3,436
New +$188K 0.02% 729

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NBC Securities's SPTM Position: Q2 2026 in Review

NBC Securities increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 31% in Q2 2026, buying an estimated $76K and bringing the position to 3,684 shares worth $334K. The position accounts for 0.02% of the portfolio, ranked #672.

NBC Securities first reported a position in SPTM in Q3 2023 and has held it in 12 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • NBC Securities held 3,684 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $334K as of Q2 2026.
  • NBC Securities bought 864 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $76K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of NBC Securities's portfolio in Q2 2026, its #672 holding.
  • NBC Securities first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
  • 775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.