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

SBI Securities’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	$318K	Buy	3,505 +108	+3%	+$9.5K	0.01%	526
2026 Q1	$269K	Buy	3,397 +263	+8%	+$21.7K	0.01%	548
2025 Q4	$259K	Buy	3,134 +6	+0.2%	+$491	0.01%	557
2025 Q3	$252K	Sell	3,128 -70	-2%	-$5.44K	0.01%	566
2025 Q2	$239K	Buy	3,198 +75	+2%	+$5.21K	0.01%	536
2025 Q1	$212K	Buy	3,123 +254	+9%	+$18.2K	0.01%	521
2024 Q4	$205K	Buy	+2,869	New	+$206K	0.01%	534

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

SBI Securities's SPTM Position: Q2 2026 in Review

SBI Securities increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.2% in Q2 2026, buying an estimated $9.5K and bringing the position to 3,505 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #526.

SBI Securities first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

SBI Securities held 3,505 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $318K as of Q2 2026.
SBI Securities bought 108 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $9.5K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of SBI Securities's portfolio in Q2 2026, its #526 holding.
SBI Securities first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.