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

Plante Moran Financial 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	$101K	Hold	1,112	–	–	﹤0.01%	246
2026 Q1	$87.9K	Hold	1,112	–	–	0.01%	244
2025 Q4	$91.7K	Hold	1,112	–	–	0.01%	243
2025 Q3	$89.7K	Hold	1,112	–	–	0.01%	259
2025 Q2	$83.3K	Hold	1,112	–	–	0.01%	265
2025 Q1	$75.6K	Hold	1,112	–	–	0.01%	279
2024 Q4	$79.4K	Hold	1,112	–	–	0.01%	289
2024 Q3	$77.9K	Hold	1,112	–	–	0.01%	316
2024 Q2	$73.8K	Sell	1,112 -2,307	-67%	-$148K	0.01%	280
2024 Q1	$219K	Sell	3,419 -410	-11%	-$25K	0.02%	161
2023 Q4	$224K	Buy	3,829 +1,522	+66%	+$83.1K	0.02%	153
2023 Q3	$121K	Hold	2,307	–	–	0.01%	206
2023 Q2	$126K	Hold	2,307	–	–	0.01%	212
2023 Q1	$116K	Sell	2,307 -123	-5%	-$6.07K	0.02%	213
2022 Q4	$115K	Buy	2,430 +11	+0.5%	+$523	0.02%	216
2022 Q3	$107K	Buy	+2,419	New	+$118K	0.02%	205
2018 Q4	–	Sell	-5,885	Closed	-$213K	–	960
2018 Q3	$213K	Buy	+5,885	New	+$209K	0.07%	141
2017 Q3	–	Sell	-108	Closed	-$3K	–	859
2017 Q2	$3K	Buy	+108	New	+$3.22K	﹤0.01%	726

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

Plante Moran Financial Advisors's SPTM Position: Q2 2026 in Review

Plante Moran Financial Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 1,112 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Plante Moran Financial Advisors first reported a position in SPTM in Q2 2017 and has held it in 18 quarters since. The position peaked at $224K in Q4 2023. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Plante Moran Financial Advisors held 1,112 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $101K as of Q2 2026.
Plante Moran Financial Advisors left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #246 holding.
Plante Moran Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2017 and has held it in 18 quarters since.
Plante Moran Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $224K in Q4 2023.
782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.