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

Prime Capital Investment 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 		$536K Sell
5,907
-721
-11% -$63.5K 0.01% 680
2026
Q1 		$524K Buy
6,628
+41
+0.6% +$3.39K 0.01% 663
2025
Q4 		$543K Hold
6,587
– – 0.01% 626
2025
Q3 		$531K Buy
6,587
+41
+0.6% +$3.19K 0.01% 613
2025
Q2 		$490K Sell
6,546
-6,942
-51% -$482K 0.01% 625
2025
Q1 		$917K Buy
13,488
+6,943
+106% +$497K 0.01% 522
2024
Q4 		$468K Sell
6,545
-48
-0.7% -$3.45K 0.01% 585
2024
Q3 		$462K Buy
6,593
+30
+0.5% +$2.03K 0.01% 611
2024
Q2 		$435K Sell
6,563
-6,294
-49% -$403K 0.01% 613
2024
Q1 		$825K Sell
12,857
-27,125
-68% -$1.66M 0.01% 500
2023
Q4 		$2.34M Buy
+39,982
New +$2.18M 0.04% 308

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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
KFP
Keener Financial Planning Keller, Texas $280M AUM 25.41% 1-Year Est. Return

Prime Capital Investment Advisors's SPTM Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 11% in Q2 2026, selling an estimated $63.5K and leaving 5,907 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #680.

Prime Capital Investment Advisors first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.34M in Q4 2023. 637 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Prime Capital Investment Advisors held 5,907 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $536K as of Q2 2026.
  • Prime Capital Investment Advisors sold 721 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $63.5K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #680 holding.
  • Prime Capital Investment Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Prime Capital Investment Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.34M in Q4 2023.
  • 637 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.