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

SignatureFD’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	$165K	Sell	1,813 -36	-2%	-$3.17K	﹤0.01%	1189
2026 Q1	$146K	Sell	1,849 -222	-11%	-$18.3K	﹤0.01%	1166
2025 Q4	$171K	Buy	2,071 +1	+0%	+$82	﹤0.01%	1053
2025 Q3	$167K	Buy	2,070 +1	+0%	+$78	﹤0.01%	1039
2025 Q2	$155K	Buy	2,069 +1	+0%	+$69	﹤0.01%	1027
2025 Q1	$141K	Buy	2,068 +1	+0%	+$72	﹤0.01%	1049
2024 Q4	$148K	Buy	2,067 +2	+0.1%	+$144	﹤0.01%	1024
2024 Q3	$145K	Buy	2,065 +124	+6%	+$8.37K	﹤0.01%	1029
2024 Q2	$129K	Buy	1,941 +1	+0.1%	+$64	﹤0.01%	1030
2024 Q1	$124K	Buy	1,940 +1	+0.1%	+$61	﹤0.01%	1077
2023 Q4	$113K	Buy	1,939 +343	+21%	+$18.7K	﹤0.01%	1044
2023 Q3	$83.7K	Hold	1,596	–	–	﹤0.01%	1154
2023 Q2	$86.9K	Hold	1,596	–	–	﹤0.01%	1134
2023 Q1	$80.5K	Hold	1,596	–	–	﹤0.01%	1149
2022 Q4	$75.5K	Sell	1,596 -3,559	-69%	-$169K	﹤0.01%	1150
2022 Q3	$227K	Sell	5,155 -87	-2%	-$4.26K	0.01%	633
2022 Q2	$244K	Buy	5,242 +85	+2%	+$4.29K	0.01%	624
2022 Q1	$287K	Hold	5,157	–	–	0.01%	600
2021 Q4	$301K	Hold	5,157	–	–	0.01%	569
2021 Q3	$273K	Hold	5,157	–	–	0.01%	568
2021 Q2	$273K	Hold	5,157	–	–	0.01%	547
2021 Q1	$254K	Sell	5,157 -3,112	-38%	-$149K	0.01%	502
2020 Q4	$381K	Sell	8,269 -254	-3%	-$11.1K	0.02%	335
2020 Q3	$348K	Hold	8,523	–	–	0.02%	327
2020 Q2	$322K	Sell	8,523 -806	-9%	-$28.8K	0.02%	313
2020 Q1	$293K	Sell	9,329 -3,527	-27%	-$133K	0.03%	307
2019 Q4	$512K	Buy	12,856 +82	+0.6%	+$3.13K	0.04%	240
2019 Q3	$469K	Buy	12,774 +10,611	+491%	+$389K	0.04%	221
2019 Q2	$79K	Buy	2,163 +750	+53%	+$26.9K	0.01%	724
2019 Q1	$50K	Buy	1,413 +1,129	+398%	+$38.2K	﹤0.01%	881
2018 Q4	$9K	Hold	284	–	–	﹤0.01%	1392
2018 Q3	$10K	Buy	284 +119	+72%	+$4.24K	﹤0.01%	1389
2018 Q2	$6K	Buy	+165	New	+$5.57K	﹤0.01%	1523

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

SignatureFD's SPTM Position: Q2 2026 in Review

SignatureFD reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.9% in Q2 2026, selling an estimated $3.17K and leaving 1,813 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #1189.

SignatureFD first reported a position in SPTM in Q2 2018 and has held it in 33 quarters since. The position peaked at $512K in Q4 2019. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

SignatureFD held 1,813 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $165K as of Q2 2026.
SignatureFD sold 36 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $3.17K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1189 holding.
SignatureFD first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and has held it in 33 quarters since.
SignatureFD's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $512K in Q4 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 SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.