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

Snowden Capital 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 		$15.1M Sell
166,409
-21,893
-12% -$1.93M 0.36% 46
2026
Q1 		$14.9M Buy
188,302
+3,418
+2% +$282K 0.4% 42
2025
Q4 		$15.3M Buy
184,884
+8,660
+5% +$708K 0.39% 43
2025
Q3 		$14.2M Buy
176,224
+1,856
+1% +$144K 0.39% 45
2025
Q2 		$13.1M Buy
174,368
+1,443
+0.8% +$100K 0.39% 47
2025
Q1 		$11.8M Buy
172,925
+446
+0.3% +$31.9K 0.38% 51
2024
Q4 		$12.3M Buy
172,479
+4,138
+2% +$298K 0.38% 44
2024
Q3 		$11.8M Sell
168,341
-1,289
-0.8% -$87K 0.35% 55
2024
Q2 		$11.3M Buy
169,630
+3,427
+2% +$219K 0.33% 58
2024
Q1 		$10.7M Sell
166,203
-125,739
-43% -$7.67M 0.33% 64
2023
Q4 		$17.1M Sell
291,942
-3,458
-1% -$189K 0.65% 18
2023
Q3 		$15.5M Buy
295,400
+913
+0.3% +$49.9K 0.66% 18
2023
Q2 		$16M Sell
294,487
-69,044
-19% -$3.56M 0.57% 28
2023
Q1 		$18.3M Buy
363,531
+51,296
+16% +$2.53M 0.71% 14
2022
Q4 		$14.8M Sell
312,235
-2,469
-0.8% -$117K 0.62% 25
2022
Q3 		$13.9M Sell
314,704
-153,523
-33% -$7.52M 0.63% 22
2022
Q2 		$21.8M Buy
468,227
+16,749
+4% +$846K 0.98% 8
2022
Q1 		$25.1M Buy
451,478
+40,263
+10% +$2.21M 1% 8
2021
Q4 		$24M Buy
411,215
+7,354
+2% +$416K 1.23% 7
2021
Q3 		$21.4M Buy
403,861
+26,636
+7% +$1.45M 1.07% 7
2021
Q2 		$20M Sell
377,225
-21,623
-5% -$1.12M 1% 9
2021
Q1 		$19.6M Buy
398,848
+12,511
+3% +$598K 1.13% 8
2020
Q4 		$17.8M Buy
386,337
+30,566
+9% +$1.33M 1.17% 8
2020
Q3 		$14.5M Buy
355,771
+329,270
+1,242% +$13.3M 1.17% 7
2020
Q2 		$1M Buy
26,501
+2,048
+8% +$73.2K 0.09% 262
2020
Q1 		$769K Buy
24,453
+5,615
+30% +$211K 0.08% 274
2019
Q4 		$751K Sell
18,838
-5,061
-21% -$193K 0.07% 316
2019
Q3 		$878K Buy
23,899
+3,422
+17% +$125K 0.09% 265
2019
Q2 		$747K Buy
20,477
+13,181
+181% +$472K 0.08% 285
2019
Q1 		$257K Sell
7,296
-80,758
-92% -$2.73M 0.03% 430
2018
Q4 		$2.72M Sell
88,054
-18,200
-17% -$608K 0.35% 85
2018
Q3 		$3.85M Buy
106,254
+53,987
+103% +$1.92M 0.44% 56
2018
Q2 		$1.78M Buy
52,267
+37,830
+262% +$1.28M 0.23% 150
2018
Q1 		$474K Buy
+14,437
New +$489K 0.07% 275

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

Snowden Capital Advisors's SPTM Position: Q2 2026 in Review

Snowden Capital Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 12% in Q2 2026, selling an estimated $1.93M and leaving 166,409 shares worth $15.1M. The position accounts for 0.36% of the portfolio, ranked #46.

Snowden Capital Advisors first reported a position in SPTM in Q1 2018 and has held it in 34 quarters since. The position peaked at $25.1M in Q1 2022. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Snowden Capital Advisors held 166,409 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $15.1M as of Q2 2026.
  • Snowden Capital Advisors sold 21,893 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.93M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.36% of Snowden Capital Advisors's portfolio in Q2 2026, its #46 holding.
  • Snowden Capital Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 34 quarters since.
  • Snowden Capital Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $25.1M in Q1 2022.
  • 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 Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.