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

NewEdge 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 		$4.77M Buy
60,324
+497
+0.8% +$41K 0.02% 711
2025
Q4 		$4.94M Buy
59,827
+7,977
+15% +$652K 0.02% 662
2025
Q3 		$4.18M Buy
51,850
+4,897
+10% +$381K 0.02% 700
2025
Q2 		$3.52M Buy
46,953
+14,839
+46% +$1.03M 0.02% 708
2025
Q1 		$2.18M Sell
32,114
-6,345
-16% -$454K 0.01% 820
2024
Q4 		$2.75M Buy
38,459
+7,876
+26% +$567K 0.02% 697
2024
Q3 		$2.14M Buy
30,583
+3,556
+13% +$240K 0.01% 760
2024
Q2 		$1.79M Buy
27,027
+17,063
+171% +$1.09M 0.01% 802
2024
Q1 		$639K Buy
9,964
+2,069
+26% +$126K 0.01% 1206
2023
Q4 		$468K Buy
7,895
+6,376
+420% +$348K ﹤0.01% 1314
2023
Q3 		$79.7K Buy
1,519
+46
+3% +$2.51K ﹤0.01% 1920
2023
Q2 		$80.2K Sell
1,473
-5,130
-78% -$265K ﹤0.01% 1927
2023
Q1 		$333K Sell
6,603
-267
-4% -$13.2K ﹤0.01% 1326
2022
Q4 		$246K Sell
6,870
-5,692
-45% -$270K 0.01% 1102
2022
Q3 		$554K Buy
+12,562
New +$615K 0.01% 917

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

NewEdge Advisors's SPTM Position: Q1 2026 in Review

NewEdge Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.83% in Q1 2026, buying an estimated $41K and bringing the position to 60,324 shares worth $4.77M. The position accounts for 0.02% of the portfolio, ranked #711.

NewEdge Advisors first reported a position in SPTM in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.94M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • NewEdge Advisors held 60,324 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.77M as of Q1 2026.
  • NewEdge Advisors bought 497 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $41K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #711 holding.
  • NewEdge Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.94M in Q4 2025.
  • 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 NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.