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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
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

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return

Quarry Hill Advisors's SPTM Position: Q2 2026 in Review

Quarry Hill Advisors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 2,545 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #50.

Quarry Hill Advisors first reported a position in SPTM in Q3 2025 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Quarry Hill Advisors held 2,545 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $231K as of Q2 2026.
  • Quarry Hill 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 0.09% of Quarry Hill Advisors's portfolio in Q2 2026, its #50 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 4 quarters since.
  • 389 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Quarry Hill Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.