Steward Partners Investment Advisory’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Steward Partners Investment Advisory’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	$9.44K	Sell	104 -50	-32%	-$4.4K	﹤0.01%	3759
2026 Q1	$12.2K	Buy	154 +80	+108%	+$6.61K	﹤0.01%	3469
2025 Q4	$6.11K	Hold	74	–	–	﹤0.01%	3624
2025 Q3	$5.97K	Hold	74	–	–	﹤0.01%	3599
2025 Q2	$5.54K	Hold	74	–	–	﹤0.01%	3445
2025 Q1	$5.03K	Hold	74	–	–	﹤0.01%	3379
2024 Q4	$5.29K	Hold	74	–	–	﹤0.01%	3343
2024 Q3	$5.18K	Hold	74	–	–	﹤0.01%	3177
2024 Q2	$4.91K	Hold	74	–	–	﹤0.01%	3053
2024 Q1	$4.75K	Hold	74	–	–	﹤0.01%	3061
2023 Q4	$4.33K	Hold	74	–	–	﹤0.01%	3017
2023 Q3	$3.88K	Hold	74	–	–	﹤0.01%	2908
2023 Q2	$4.03K	Hold	74	–	–	﹤0.01%	2859
2023 Q1	$3.73K	Hold	74	–	–	﹤0.01%	2881
2022 Q4	$3.5K	Hold	74	–	–	﹤0.01%	2887
2022 Q3	$3K	Hold	74	–	–	﹤0.01%	2972
2022 Q2	$3K	Hold	74	–	–	﹤0.01%	2947
2022 Q1	$4K	Hold	74	–	–	﹤0.01%	2980
2021 Q4	$4K	Sell	74 -31	-30%	-$1.75K	﹤0.01%	2908
2021 Q3	$6K	Hold	105	–	–	﹤0.01%	2772
2021 Q2	$6K	Sell	105 -132	-56%	-$6.83K	﹤0.01%	6448
2021 Q1	$11.7K	Buy	237 +132	+126%	+$6.31K	﹤0.01%	2720
2020 Q4	$5K	Hold	105	–	–	﹤0.01%	2535
2020 Q3	$4K	Hold	105	–	–	﹤0.01%	2452
2020 Q2	$4K	Buy	105 +74	+239%	+$2.65K	﹤0.01%	2342
2020 Q1	$0	Sell	31 -1,703	-98%	-$64.1K	﹤0.01%	2687
2019 Q4	$69K	Buy	1,734 +654	+61%	+$24.9K	﹤0.01%	1270
2019 Q3	$39K	Hold	1,080	–	–	﹤0.01%	1464
2019 Q2	$39K	Buy	+1,080	New	+$38.7K	﹤0.01%	1432

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

Steward Partners Investment Advisory's SPTM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 32% in Q2 2026, selling an estimated $4.4K and leaving 104 shares worth $9.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3759.

Steward Partners Investment Advisory first reported a position in SPTM in Q2 2019 and has held it in 29 quarters since. The position peaked at $69K in Q4 2019. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Steward Partners Investment Advisory held 104 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $9.44K as of Q2 2026.
Steward Partners Investment Advisory sold 50 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $4.4K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3759 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2019 and has held it in 29 quarters since.
Steward Partners Investment Advisory's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $69K in Q4 2019.
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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.