Signature Equity Partners’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Signature Equity Partners’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	$124K	Buy	1,369 +86	+7%	+$7.57K	0.06%	256
2026 Q1	$101K	Sell	1,283 -87	-6%	-$7.18K	0.05%	287
2025 Q4	$113K	Buy	+1,370	New	+$112K	0.06%	252

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

Signature Equity Partners's SPTM Position: Q2 2026 in Review

Signature Equity Partners increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 6.7% in Q2 2026, buying an estimated $7.57K and bringing the position to 1,369 shares worth $124K. The position accounts for 0.06% of the portfolio, ranked #256.

Signature Equity Partners first reported a position in SPTM in Q4 2025 and has held it in 3 quarters since. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Signature Equity Partners held 1,369 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $124K as of Q2 2026.
Signature Equity Partners bought 86 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $7.57K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.06% of Signature Equity Partners's portfolio in Q2 2026, its #256 holding.
Signature Equity Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 3 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 Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.