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

Outlook 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	$224K	Buy	+2,472	New	+$218K	0.05%	292
2026 Q1	–	Sell	-4,723	Closed	-$390K	–	331
2025 Q4	$390K	Sell	4,723 -147	-3%	-$12K	0.09%	196
2025 Q3	$393K	Sell	4,870 -173	-3%	-$13.4K	0.1%	191
2025 Q2	$378K	Sell	5,043 -161	-3%	-$11.2K	0.1%	196
2025 Q1	$354K	Sell	5,204 -155	-3%	-$11.1K	0.1%	202
2024 Q4	$383K	Buy	5,359 +1,491	+39%	+$107K	0.11%	186
2024 Q3	$271K	Buy	+3,868	New	+$261K	0.08%	226
2024 Q2	–	Sell	-3,382	Closed	-$217K	–	291
2024 Q1	$217K	Sell	3,382 -17,626	-84%	-$1.08M	0.07%	247
2023 Q4	$1.23M	Sell	21,008 -25,238	-55%	-$1.38M	0.43%	50
2023 Q3	$2.43M	Sell	46,246 -1,428	-3%	-$78K	0.93%	27
2023 Q2	$2.6M	Sell	47,674 -844	-2%	-$43.5K	0.98%	26
2023 Q1	$2.45M	Buy	48,518 +21,943	+83%	+$1.08M	1.09%	23
2022 Q4	$1.26M	Sell	26,575 -32,599	-55%	-$1.55M	0.6%	40
2022 Q3	$2.61M	Sell	59,174 -2,508	-4%	-$123K	1.17%	22
2022 Q2	$2.87M	Sell	61,682 -18,743	-23%	-$946K	1.17%	21
2022 Q1	$4.47M	Sell	80,425 -1,394	-2%	-$76.4K	1.5%	16
2021 Q4	$4.78M	Buy	81,819 +6,975	+9%	+$395K	1.4%	17
2021 Q3	$3.97M	Sell	74,844 -1,854	-2%	-$101K	1.3%	20
2021 Q2	$4.06M	Buy	76,698 +12,682	+20%	+$656K	1.3%	21
2021 Q1	$3.15M	Sell	64,016 -1,521	-2%	-$72.7K	1.09%	23
2020 Q4	$3.02M	Buy	+65,537	New	+$2.86M	1.1%	20

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

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

Outlook Wealth Advisors opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 2,472 shares worth $224K. The stake represents 0.05% of the portfolio and ranks #292 among its holdings. This is a return to the name: Outlook Wealth Advisors previously reported a position in SPTM as recently as Q4 2025.

Outlook Wealth Advisors first reported a position in SPTM in Q4 2020 and has held it in 21 quarters since. The position peaked at $4.78M in Q4 2021. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Outlook Wealth Advisors held 2,472 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $224K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Outlook Wealth Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of Outlook Wealth Advisors's portfolio in Q2 2026, its #292 holding.
Outlook Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2020 and has held it in 21 quarters since.
Outlook Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $4.78M 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 Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.