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

Quarry Hill 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 Q3	$234K	Hold	2,545	–	–	0.09%	56
2026 Q2	$231K	Hold	2,545	–	–	0.09%	50
2026 Q1	$220K	Hold	2,545	–	–	0.09%	48
2025 Q4	$210K	Hold	2,545	–	–	0.1%	49
2025 Q3	$205K	Buy	+2,545	New	+$198K	0.11%	48

Other funds holding SPTM

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

Quarry Hill Advisors's SPTM Position: Q3 2026 in Review

Quarry Hill Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q3 2026 at 2,545 shares worth $234K. The position accounts for 0.09% of the portfolio, ranked #56.

Quarry Hill Advisors first reported a position in SPTM in Q3 2025 and has held it in 5 quarters since. 484 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

Quarry Hill Advisors held 2,545 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $234K as of Q3 2026.
Quarry Hill Advisors left its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF share count unchanged in Q3 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.09% of Quarry Hill Advisors's portfolio in Q3 2026, its #56 holding.
Quarry Hill Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2025 and has held it in 5 quarters since.
484 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Quarry Hill Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.