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

Professional 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 		$204M Buy
2,244,068
+711,325
+46% +$62.6M 35.24% 1
2026
Q1 		$121M Sell
1,532,743
-106,123
-6% -$8.76M 24.67% 1
2025
Q4 		$135M Buy
1,638,866
+14,251
+0.9% +$1.17M 27.62% 1
2025
Q3 		$131M Buy
1,624,615
+45,000
+3% +$3.5M 27.57% 1
2025
Q2 		$118M Buy
1,579,615
+30,672
+2% +$2.13M 27.44% 1
2025
Q1 		$105M Buy
1,548,943
+23,352
+2% +$1.67M 26.75% 1
2024
Q4 		$109M Buy
1,525,591
+20,833
+1% +$1.5M 27.91% 1
2024
Q3 		$105M Buy
1,504,758
+15,058
+1% +$1.02M 27.33% 1
2024
Q2 		$98.8M Buy
1,489,700
+17,199
+1% +$1.1M 27.29% 1
2024
Q1 		$94.5M Buy
1,472,501
+203,145
+16% +$12.4M 27.03% 1
2023
Q4 		$74.2M Buy
1,269,356
+21,445
+2% +$1.17M 24.56% 1
2023
Q3 		$65.5M Buy
1,247,911
+8,223
+0.7% +$449K 29.64% 1
2023
Q2 		$67.5M Buy
1,239,688
+163,353
+15% +$8.43M 34.89% 1
2023
Q1 		$59.8M Sell
1,076,335
-22,988
-2% -$1.14M 35.32% 1
2022
Q4 		$52M Buy
1,099,323
+35,974
+3% +$1.71M 35.19% 1
2022
Q3 		$46.9M Buy
1,063,349
+10,924
+1% +$535K 28.93% 1
2022
Q2 		$48.9M Sell
1,052,425
-23,910
-2% -$1.21M 27.31% 1
2022
Q1 		$59.8M Buy
1,076,335
+193,008
+22% +$10.6M 25.82% 1
2021
Q4 		$51.6M Buy
883,327
+13,709
+2% +$776K 22.32% 1
2021
Q3 		$46.1M Buy
869,618
+390,243
+81% +$21.2M 26.39% 1
2021
Q2 		$25.4M Buy
479,375
+76,195
+19% +$3.94M 13.97% 1
2021
Q1 		$19.8M Buy
403,180
+251,904
+167% +$12M 12.32% 1
2020
Q4 		$6.97M Buy
151,276
+6,040
+4% +$263K 5.49% 4
2020
Q3 		$5.8M Sell
145,236
-297
-0.2% -$12K 5.41% 4
2020
Q2 		$5.5M Sell
145,533
-64,141
-31% -$2.29M 7.21% 3
2020
Q1 		$7.44M Buy
209,674
+33,007
+19% +$1.24M 13.45% 1
2019
Q4 		$7.04M Buy
+176,667
New +$6.74M 6.68% 2

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Professional Financial Advisors's SPTM Position: Q2 2026 in Review

Professional Financial Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 46% in Q2 2026, buying an estimated $62.6M and bringing the position to 2,244,068 shares worth $204M. The position accounts for 35.24% of the portfolio, ranked #1.

Professional Financial Advisors first reported a position in SPTM in Q4 2019 and has held it in 27 quarters since. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Professional Financial Advisors held 2,244,068 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $204M as of Q2 2026.
  • Professional Financial Advisors bought 711,325 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $62.6M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 35.24% of Professional Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Professional Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 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 Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.