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Thompson David Blair’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Thompson David Blair’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 		$381K Buy
4,197
+5
+0.1% +$440 0.19% 147
2026
Q1 		$331K Sell
4,192
-2,478
-37% -$205K 0.19% 127
2025
Q4 		$550K Buy
+6,670
New +$545K 0.31% 88
2024
Q4 		$1.09M Buy
+15,311
New +$1.1M 0.8% 32

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

Thompson David Blair's SPTM Position: Q2 2026 in Review

Thompson David Blair increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.12% in Q2 2026, buying an estimated $440 and bringing the position to 4,197 shares worth $381K. The position accounts for 0.19% of the portfolio, ranked #147.

Thompson David Blair first reported a position in SPTM in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.09M in Q4 2024. 749 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Thompson David Blair held 4,197 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $381K as of Q2 2026.
  • Thompson David Blair bought 5 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $440.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.19% of Thompson David Blair's portfolio in Q2 2026, its #147 holding.
  • Thompson David Blair first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 4 quarters since.
  • Thompson David Blair's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.09M in Q4 2024.
  • 749 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Thompson David Blair's 13F filing for Q2 2026, filed 14 Aug 2026.