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

OneDigital Investment 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 		$4.41M Sell
48,524
-2,963
-6% -$261K 0.04% 332
2026
Q1 		$4.07M Buy
51,487
+12,092
+31% +$999K 0.04% 306
2025
Q4 		$3.25M Sell
39,395
-1,243
-3% -$102K 0.03% 352
2025
Q3 		$3.28M Sell
40,638
-2,237
-5% -$174K 0.03% 319
2025
Q2 		$3.21M Sell
42,875
-14,240
-25% -$988K 0.04% 314
2025
Q1 		$3.88M Sell
57,115
-2,145
-4% -$154K 0.05% 272
2024
Q4 		$4.23M Sell
59,260
-1,070
-2% -$77K 0.05% 271
2024
Q3 		$4.23M Sell
60,330
-1,436
-2% -$97K 0.05% 274
2024
Q2 		$4.1M Buy
61,766
+17,892
+41% +$1.15M 0.05% 269
2024
Q1 		$2.81M Sell
43,874
-6,672
-13% -$407K 0.04% 270
2023
Q4 		$2.95M Sell
50,546
-48,936
-49% -$2.67M 0.05% 246
2023
Q3 		$5.22M Sell
99,482
-3,902
-4% -$213K 0.11% 148
2023
Q2 		$5.63M Sell
103,384
-40,526
-28% -$2.09M 0.12% 136
2023
Q1 		$7.26M Sell
143,910
-588
-0.4% -$29K 0.17% 111
2022
Q4 		$6.83M Buy
144,498
+5,128
+4% +$244K 0.2% 102
2022
Q3 		$6.15M Buy
139,370
+383
+0.3% +$18.8K 0.23% 73
2022
Q2 		$6.46M Buy
138,987
+1,240
+0.9% +$62.6K 0.28% 53
2022
Q1 		$7.66M Buy
137,747
+2,090
+2% +$115K 0.29% 52
2021
Q4 		$7.93M Buy
135,657
+12,222
+10% +$692K 0.28% 55
2021
Q3 		$6.54M Buy
123,435
+944
+0.8% +$51.4K 0.26% 58
2021
Q2 		$6.49M Sell
122,491
-2,101
-2% -$109K 0.27% 58
2021
Q1 		$6.13M Buy
124,592
+60,998
+96% +$2.92M 0.29% 58
2020
Q4 		$2.96M Buy
63,594
+13,997
+28% +$610K 0.15% 95
2020
Q3 		$2.03M Buy
49,597
+7,639
+18% +$309K 0.14% 122
2020
Q2 		$1.66M Buy
41,958
+99
+0.2% +$3.54K 0.12% 156
2020
Q1 		$1.44M Sell
41,859
-4,855
-10% -$183K 0.13% 149
2019
Q4 		$1.86M Sell
46,714
-672
-1% -$25.6K 0.15% 132
2019
Q3 		$1.74M Buy
47,386
+46,337
+4,417% +$1.7M 0.16% 120
2019
Q2 		$38K Sell
1,049
-47,057
-98% -$1.69M ﹤0.01% 630
2019
Q1 		$1.74M Sell
48,106
-2,906
-6% -$98.3K 0.25% 80
2018
Q4 		$1.58M Buy
+51,012
New +$1.7M 0.27% 79
2018
Q3 		– Sell
-1,447
Closed -$49K – 1210
2018
Q2 		$49K Buy
1,447
+424
+41% +$14.3K 0.01% 513
2018
Q1 		$34K Buy
1,023
+4
+0.4% +$135 0.01% 629
2017
Q4 		$34K Sell
1,019
-493
-33% -$15.9K ﹤0.01% 620
2017
Q3 		$47K Sell
1,512
-60
-4% -$1.84K 0.02% 402
2017
Q2 		$47K Buy
+1,572
New +$46.9K 0.01% 492

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

OneDigital Investment Advisors's SPTM Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 5.8% in Q2 2026, selling an estimated $261K and leaving 48,524 shares worth $4.41M. The position accounts for 0.04% of the portfolio, ranked #332.

OneDigital Investment Advisors first reported a position in SPTM in Q2 2017 and has held it in 36 quarters since. The position peaked at $7.93M in Q4 2021. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • OneDigital Investment Advisors held 48,524 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $4.41M as of Q2 2026.
  • OneDigital Investment Advisors sold 2,963 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $261K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of OneDigital Investment Advisors's portfolio in Q2 2026, its #332 holding.
  • OneDigital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2017 and has held it in 36 quarters since.
  • OneDigital Investment Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $7.93M in Q4 2021.
  • 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 OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.