North Star Investment Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

North Star Investment Management’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	$71.4K	Buy	787 +3	+0.4%	+$264	﹤0.01%	675
2026 Q1	$62K	Buy	784 +2	+0.3%	+$165	﹤0.01%	685
2025 Q4	$64.5K	Buy	782 +2	+0.3%	+$164	﹤0.01%	619
2025 Q3	$62.9K	Buy	780 +2	+0.3%	+$155	﹤0.01%	610
2025 Q2	$58.2K	Buy	778 +3	+0.4%	+$208	﹤0.01%	604
2025 Q1	$52.7K	Buy	775 +2	+0.3%	+$143	﹤0.01%	599
2024 Q4	$55.2K	Buy	+773	New	+$55.6K	﹤0.01%	602
2022 Q4	–	Sell	-389	Closed	-$17K	–	1339
2022 Q3	$17K	Buy	+389	New	+$19K	﹤0.01%	727

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

North Star Investment Management's SPTM Position: Q2 2026 in Review

North Star Investment Management increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.38% in Q2 2026, buying an estimated $264 and bringing the position to 787 shares worth $71.4K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

North Star Investment Management first reported a position in SPTM in Q3 2022 and has held it in 8 quarters since. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

North Star Investment Management held 787 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $71.4K as of Q2 2026.
North Star Investment Management bought 3 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $264.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #675 holding.
North Star Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and has held it in 8 quarters since.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.