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Salem Investment Counselors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Salem Investment Counselors’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 		$82.2K Hold
905
– – ﹤0.01% 534
2026
Q1 		$71.5K Buy
+905
New +$74.7K ﹤0.01% 531
2025
Q4 		– Sell
-913
Closed -$73.6K – 1039
2025
Q3 		$73.6K Sell
913
-45
-5% -$3.5K ﹤0.01% 527
2025
Q2 		$71.7K Buy
958
+135
+16% +$9.37K ﹤0.01% 522
2025
Q1 		$56K Hold
823
– – ﹤0.01% 553
2024
Q4 		$58.8K Hold
823
– – ﹤0.01% 548
2024
Q3 		$57.7K Buy
+823
New +$55.6K ﹤0.01% 555
2023
Q3 		– Sell
-200
Closed -$10.9K – 1169
2023
Q2 		$10.9K Hold
200
– – ﹤0.01% 811
2023
Q1 		$10.1K Hold
200
– – ﹤0.01% 812
2022
Q4 		$9.46K Hold
200
– – ﹤0.01% 792
2022
Q3 		$9K Buy
+200
New +$9.79K ﹤0.01% 780

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

Salem Investment Counselors's SPTM Position: Q2 2026 in Review

Salem Investment Counselors held its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) position steady in Q2 2026 at 905 shares worth $82.2K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Salem Investment Counselors first reported a position in SPTM in Q3 2022 and has held it in 11 quarters since. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Salem Investment Counselors held 905 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $82.2K as of Q2 2026.
  • Salem Investment Counselors 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 ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #534 holding.
  • Salem Investment Counselors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2022 and has held it in 11 quarters since.
  • 782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.