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

Petersen Hastings 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	$3.16M	Buy	34,783 +503	+1%	+$44.3K	0.27%	21
2026 Q1	$2.71M	Buy	34,280 +1,140	+3%	+$94.2K	0.25%	20
2025 Q4	$2.73M	Buy	+33,140	New	+$2.71M	0.26%	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

Petersen Hastings Wealth Advisors's SPTM Position: Q2 2026 in Review

Petersen Hastings Wealth Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.5% in Q2 2026, buying an estimated $44.3K and bringing the position to 34,783 shares worth $3.16M. The position accounts for 0.27% of the portfolio, ranked #21.

Petersen Hastings Wealth Advisors first reported a position in SPTM in Q4 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Petersen Hastings Wealth Advisors held 34,783 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $3.16M as of Q2 2026.
Petersen Hastings Wealth Advisors bought 503 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $44.3K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.27% of Petersen Hastings Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Petersen Hastings Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 3 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 Petersen Hastings Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.