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

Operose 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	$35.6K	Sell	392 -3	-0.8%	-$264	0.01%	337
2026 Q1	$31.2K	Buy	395 +3	+0.8%	+$248	0.01%	321
2025 Q4	$32.3K	Hold	392	–	–	0.01%	313
2025 Q3	$31.6K	Hold	392	–	–	0.01%	294
2025 Q2	$29.4K	Hold	392	–	–	0.01%	271
2025 Q1	$26.7K	Hold	392	–	–	0.01%	259
2024 Q4	$28K	Hold	392	–	–	0.01%	250
2024 Q3	$27.5K	Hold	392	–	–	0.01%	358
2024 Q2	$26K	Buy	+392	New	+$25.1K	0.01%	317

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

Operose Advisors's SPTM Position: Q2 2026 in Review

Operose Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.76% in Q2 2026, selling an estimated $264 and leaving 392 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #337.

Operose Advisors first reported a position in SPTM in Q2 2024 and has held it in 9 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Operose Advisors held 392 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $35.6K as of Q2 2026.
Operose Advisors sold 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 Operose Advisors's portfolio in Q2 2026, its #337 holding.
Operose Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
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 Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.