PWA
SPTM icon

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

Principia Wealth Advisory’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 		$5.55M Sell
61,110
-1,778
-3% -$156K 2.76% 10
2026
Q1 		$4.97M Sell
62,888
-16,573
-21% -$1.37M 2.82% 9
2025
Q4 		$6.56M Sell
79,461
-12,478
-14% -$1.02M 4.1% 6
2025
Q3 		$7.41M Sell
91,939
-71,110
-44% -$5.53M 5.11% 5
2025
Q2 		$12.2M Sell
163,049
-18,974
-10% -$1.32M 10.33% 1
2025
Q1 		$12M Buy
182,023
+4,230
+2% +$303K 11.51% 1
2024
Q4 		$12.7M Buy
+177,793
New +$12.8M 11.92% 1

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

Principia Wealth Advisory's SPTM Position: Q2 2026 in Review

Principia Wealth Advisory reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.8% in Q2 2026, selling an estimated $156K and leaving 61,110 shares worth $5.55M. The position accounts for 2.76% of the portfolio, ranked #10.

Principia Wealth Advisory first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.7M in Q4 2024. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Principia Wealth Advisory held 61,110 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $5.55M as of Q2 2026.
  • Principia Wealth Advisory sold 1,778 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $156K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 2.76% of Principia Wealth Advisory's portfolio in Q2 2026, its #10 holding.
  • Principia Wealth Advisory first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $12.7M in Q4 2024.
  • 777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.