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

Sequoia Financial 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	$3.77M	Buy	41,532 +858	+2%	+$75.5K	0.02%	406
2026 Q1	$3.22M	Buy	40,674 +14	+0%	+$1.16K	0.02%	436
2025 Q4	$3.35M	Sell	40,660 -1,378	-3%	-$113K	0.02%	420
2025 Q3	$3.39M	Buy	42,038 +110	+0.3%	+$8.55K	0.02%	386
2025 Q2	$3.14M	Sell	41,928 -3,158	-7%	-$219K	0.02%	372
2025 Q1	$3.07M	Buy	45,086 +3,822	+9%	+$274K	0.02%	354
2024 Q4	$2.95M	Buy	41,264 +933	+2%	+$67.1K	0.03%	331
2024 Q3	$2.83M	Buy	40,331 +2,891	+8%	+$195K	0.03%	302
2024 Q2	$2.48M	Buy	37,440 +1	+0%	+$64	0.03%	283
2024 Q1	$2.4M	Hold	37,439	–	–	0.03%	297
2023 Q4	$2.19M	Buy	+37,439	New	+$2.04M	0.03%	337

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

Sequoia Financial Advisors's SPTM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.1% in Q2 2026, buying an estimated $75.5K and bringing the position to 41,532 shares worth $3.77M. The position accounts for 0.02% of the portfolio, ranked #406.

Sequoia Financial Advisors first reported a position in SPTM in Q4 2023 and has held it in 11 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Sequoia Financial Advisors held 41,532 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $3.77M as of Q2 2026.
Sequoia Financial Advisors bought 858 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $75.5K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Sequoia Financial Advisors's portfolio in Q2 2026, its #406 holding.
Sequoia Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2023 and has held it in 11 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.