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

&Partners’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 		$2.19M Buy
24,167
+233
+1% +$20.5K 0.01% 970
2026
Q1 		$1.89M Sell
23,934
-704
-3% -$58.1K 0.01% 931
2025
Q4 		$2.03M Sell
24,638
-155
-0.6% -$12.7K 0.01% 849
2025
Q3 		$1.99M Buy
24,793
+2,750
+12% +$214K 0.01% 757
2025
Q2 		$1.65M Buy
22,043
+13,125
+147% +$911K 0.01% 749
2025
Q1 		$603K Sell
8,918
-3,126
-26% -$224K 0.01% 1048
2024
Q4 		$869K Buy
12,044
+7,853
+187% +$565K 0.01% 829
2024
Q3 		$294K Buy
+4,191
New +$283K 0.01% 1108

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

&Partners's SPTM Position: Q2 2026 in Review

&Partners increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.97% in Q2 2026, buying an estimated $20.5K and bringing the position to 24,167 shares worth $2.19M. The position accounts for 0.01% of the portfolio, ranked #970.

&Partners first reported a position in SPTM in Q3 2024 and has held it in 8 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • &Partners held 24,167 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.19M as of Q2 2026.
  • &Partners bought 233 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $20.5K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #970 holding.
  • &Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.