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

New Wave Wealth 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 		$1.63M Buy
17,901
+13,650
+321% +$1.2M 0.44% 50
2026
Q1 		$336K Buy
+4,251
New +$351K 0.12% 125
2025
Q1 		– Sell
-2,774
Closed -$198K – 598
2024
Q4 		$198K Sell
2,774
-226
-8% -$16.3K 0.08% 136
2024
Q3 		$210K Buy
+3,000
New +$203K 0.1% 141

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

New Wave Wealth Advisors's SPTM Position: Q2 2026 in Review

New Wave Wealth Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 321% in Q2 2026, buying an estimated $1.2M and bringing the position to 17,901 shares worth $1.63M. The position accounts for 0.44% of the portfolio, ranked #50.

New Wave Wealth Advisors first reported a position in SPTM in Q3 2024 and has held it in 4 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • New Wave Wealth Advisors held 17,901 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.63M as of Q2 2026.
  • New Wave Wealth Advisors bought 13,650 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.2M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.44% of New Wave Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • New Wave Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2024 and has held it in 4 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 New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.