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Savant Capital’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Savant Capital’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 		$13.4M Buy
157,428
+79,034
+101% +$6.96M 0.04% 249
2026
Q1 		$6.2M Sell
78,394
-2,128
-3% -$176K 0.03% 240
2025
Q4 		$6.64M Sell
80,522
-1,924
-2% -$157K 0.04% 216
2025
Q3 		$6.65M Buy
82,446
+3,139
+4% +$244K 0.04% 207
2025
Q2 		$5.94M Sell
79,307
-798
-1% -$55.4K 0.04% 201
2025
Q1 		$5.45M Sell
80,105
-4,765
-6% -$341K 0.05% 198
2024
Q4 		$6.06M Sell
84,870
-6,250
-7% -$450K 0.05% 215
2024
Q3 		$6.38M Sell
91,120
-4,629
-5% -$313K 0.05% 189
2024
Q2 		$6.35M Buy
95,749
+8,292
+9% +$531K 0.06% 179
2024
Q1 		$5.61M Sell
87,457
-2,236
-2% -$136K 0.06% 175
2023
Q4 		$5.24M Sell
89,693
-1,124
-1% -$61.4K 0.07% 171
2023
Q3 		$4.77M Sell
90,817
-5,231
-5% -$286K 0.07% 171
2023
Q2 		$5.23M Sell
96,048
-3,489
-4% -$180K 0.08% 158
2023
Q1 		$5.02M Sell
99,537
-2,900
-3% -$143K 0.09% 144
2022
Q4 		$4.84M Sell
102,437
-1,943
-2% -$92.3K 0.12% 96
2022
Q3 		$4.6M Sell
104,380
-2,179
-2% -$107K 0.14% 88
2022
Q2 		$4.95M Sell
106,559
-4,561
-4% -$230K 0.15% 84
2022
Q1 		$6.18M Sell
111,120
-7,674
-6% -$421K 0.2% 66
2021
Q4 		$6.94M Sell
118,794
-10,976
-8% -$621K 0.22% 63
2021
Q3 		$6.88M Sell
129,770
-12,463
-9% -$678K 0.25% 58
2021
Q2 		$7.53M Sell
142,233
-6,895
-5% -$357K 0.3% 52
2021
Q1 		$7.34M Sell
149,128
-11,236
-7% -$537K 0.39% 46
2020
Q4 		$7.39M Sell
160,364
-13,315
-8% -$580K 0.43% 43
2020
Q3 		$7.1M Sell
173,679
-14,758
-8% -$598K 0.49% 44
2020
Q2 		$7.12M Sell
188,437
-11,468
-6% -$410K 0.54% 37
2020
Q1 		$6.29M Sell
199,905
-9,107
-4% -$343K 0.6% 34
2019
Q4 		$8.33M Sell
209,012
-200,158
-49% -$7.63M 1.02% 17
2019
Q3 		$15M Buy
409,170
+7,451
+2% +$273K 2.09% 6
2019
Q2 		$14.6M Buy
401,719
+73,271
+22% +$2.63M 2.06% 6
2019
Q1 		$11.6M Buy
328,448
+12,436
+4% +$421K 2.17% 5
2018
Q4 		$9.77M Buy
316,012
+14,445
+5% +$482K 2.05% 8
2018
Q3 		$10.9M Buy
301,567
+8,639
+3% +$307K 1.96% 9
2018
Q2 		$9.96M Buy
292,928
+3,466
+1% +$117K 2.13% 6
2018
Q1 		$9.5M Buy
289,462
+104,332
+56% +$3.53M 2% 9
2017
Q4 		$6.15M Buy
+185,130
New +$5.99M 1.29% 13

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

Savant Capital's SPTM Position: Q2 2026 in Review

Savant Capital increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 101% in Q2 2026, buying an estimated $6.96M and bringing the position to 157,428 shares worth $13.4M. The position accounts for 0.04% of the portfolio, ranked #249.

Savant Capital first reported a position in SPTM in Q4 2017 and has held it in 35 quarters since. The position peaked at $15M in Q3 2019. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Savant Capital held 157,428 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $13.4M as of Q2 2026.
  • Savant Capital bought 79,034 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $6.96M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of Savant Capital's portfolio in Q2 2026, its #249 holding.
  • Savant Capital first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
  • Savant Capital's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $15M in Q3 2019.
  • 778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.