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

One 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	$327K	Hold	3,596	–	–	0.04%	249
2026 Q1	$284K	Hold	3,596	–	–	0.04%	250
2025 Q4	$297K	Hold	3,596	–	–	0.04%	238
2025 Q3	$290K	Hold	3,596	–	–	0.04%	241
2025 Q2	$269K	Sell	3,596 -63	-2%	-$4.37K	0.04%	235
2025 Q1	$249K	Buy	3,659 +63	+2%	+$4.51K	0.04%	240
2024 Q4	$257K	Sell	3,596 -203	-5%	-$14.6K	0.04%	210
2024 Q3	$266K	Hold	3,799	–	–	0.04%	215
2024 Q2	$247K	Hold	3,799	–	–	0.05%	189
2024 Q1	$244K	Hold	3,799	–	–	0.04%	206
2023 Q4	$222K	Buy	+3,799	New	+$207K	0.04%	194
2023 Q3	–	Sell	-4,227	Closed	-$230K	–	220
2023 Q2	$230K	Hold	4,227	–	–	0.05%	184
2023 Q1	$213K	Hold	4,227	–	–	0.05%	184
2022 Q4	$200K	Sell	4,227 -437	-9%	-$20.8K	0.05%	192
2022 Q3	$206K	Hold	4,664	–	–	0.07%	168
2022 Q2	$217K	Sell	4,664 -38	-0.8%	-$1.92K	0.06%	173
2022 Q1	$261K	Hold	4,702	–	–	0.06%	169
2021 Q4	$275K	Hold	4,702	–	–	0.07%	146
2021 Q3	$249K	Hold	4,702	–	–	0.07%	172
2021 Q2	$249K	Buy	+4,702	New	+$243K	0.08%	145

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

One Wealth Advisors's SPTM Position: Q2 2026 in Review

One Wealth Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 3,596 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #249.

One Wealth Advisors first reported a position in SPTM in Q2 2021 and has held it in 20 quarters since. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

One Wealth Advisors held 3,596 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $327K as of Q2 2026.
One Wealth Advisors left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of One Wealth Advisors's portfolio in Q2 2026, its #249 holding.
One Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2021 and has held it in 20 quarters since.
777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.