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

SouthState Corp’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	$1.42M	Sell	15,681 -62	-0.4%	-$5.46K	0.06%	174
2026 Q1	$1.24M	Sell	15,743 -250	-2%	-$20.6K	0.06%	189
2025 Q4	$1.32M	Sell	15,993 -722	-4%	-$59K	0.06%	179
2025 Q3	$1.35M	Sell	16,715 -20,438	-55%	-$1.59M	0.06%	173
2025 Q2	$2.78M	Buy	37,153 +9,415	+34%	+$653K	0.12%	129
2025 Q1	$1.89M	Buy	+27,738	New	+$1.99M	0.09%	151
2024 Q1	–	Sell	-41	Closed	-$2.4K	–	738
2023 Q4	$2.4K	Buy	+41	New	+$2.24K	﹤0.01%	529
2020 Q4	–	Sell	-2,109	Closed	-$86K	–	348
2020 Q3	$86K	Buy	+2,109	New	+$85.4K	0.01%	258

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

SouthState Corp's SPTM Position: Q2 2026 in Review

SouthState Corp reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.39% in Q2 2026, selling an estimated $5.46K and leaving 15,681 shares worth $1.42M. The position accounts for 0.06% of the portfolio, ranked #174.

SouthState Corp first reported a position in SPTM in Q3 2020 and has held it in 8 quarters since. The position peaked at $2.78M in Q2 2025. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

SouthState Corp held 15,681 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.42M as of Q2 2026.
SouthState Corp sold 62 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $5.46K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.06% of SouthState Corp's portfolio in Q2 2026, its #174 holding.
SouthState Corp first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2020 and has held it in 8 quarters since.
SouthState Corp's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.78M in Q2 2025.
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 SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.