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

Stifel Financial’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 		$3.75M Buy
41,272
+3,292
+9% +$290K ﹤0.01% 1599
2026
Q1 		$3M Buy
37,980
+78
+0.2% +$6.44K ﹤0.01% 1671
2025
Q4 		$3.13M Buy
37,902
+20,652
+120% +$1.69M ﹤0.01% 1611
2025
Q3 		$1.39M Sell
17,250
-37
-0.2% -$2.88K ﹤0.01% 2169
2025
Q2 		$1.29M Sell
17,287
-401
-2% -$27.8K ﹤0.01% 2152
2025
Q1 		$1.2M Sell
17,688
-475
-3% -$34K ﹤0.01% 2113
2024
Q4 		$1.3M Sell
18,163
-4,025
-18% -$290K ﹤0.01% 2077
2024
Q3 		$1.55M Sell
22,188
-4,313
-16% -$291K ﹤0.01% 1939
2024
Q2 		$1.76M Sell
26,501
-2,626
-9% -$168K ﹤0.01% 1808
2024
Q1 		$1.87M Sell
29,127
-475
-2% -$29K ﹤0.01% 1769
2023
Q4 		$1.73M Sell
29,602
-676
-2% -$36.9K ﹤0.01% 1778
2023
Q3 		$1.59M Sell
30,278
-2,660
-8% -$145K ﹤0.01% 1747
2023
Q2 		$1.79M Buy
32,938
+389
+1% +$20.1K ﹤0.01% 1705
2023
Q1 		$1.64M Buy
32,549
+9,260
+40% +$457K ﹤0.01% 1711
2022
Q4 		$1.1M Sell
23,289
-749
-3% -$35.6K ﹤0.01% 1926
2022
Q3 		$1.06M Buy
24,038
+803
+3% +$39.3K ﹤0.01% 1932
2022
Q2 		$1.08M Sell
23,235
-754
-3% -$38.1K ﹤0.01% 1934
2022
Q1 		$1.33M Buy
23,989
+2,888
+14% +$158K ﹤0.01% 1912
2021
Q4 		$1.23M Buy
21,101
+1
+0% +$57 ﹤0.01% 1959
2021
Q3 		$1.12M Buy
21,100
+437
+2% +$23.8K ﹤0.01% 2006
2021
Q2 		$1.09M Hold
20,663
– – ﹤0.01% 2024
2021
Q1 		$1.02M Buy
20,663
+1
+0% +$48 ﹤0.01% 1979
2020
Q4 		$952K Buy
20,662
+4,062
+24% +$177K ﹤0.01% 1880
2020
Q3 		$679K Buy
16,600
+4,936
+42% +$200K ﹤0.01% 1891
2020
Q2 		$441K Sell
11,664
-18
-0.2% -$644 ﹤0.01% 2124
2020
Q1 		$367K Buy
11,682
+294
+3% +$11.1K ﹤0.01% 2060
2019
Q4 		$453K Buy
+11,388
New +$434K ﹤0.01% 2323

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

Stifel Financial's SPTM Position: Q2 2026 in Review

Stifel Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 8.7% in Q2 2026, buying an estimated $290K and bringing the position to 41,272 shares worth $3.75M. The position accounts for ﹤0.01% of the portfolio, ranked #1599.

Stifel Financial first reported a position in SPTM in Q4 2019 and has held it in 27 quarters since. 779 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Stifel Financial held 41,272 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $3.75M as of Q2 2026.
  • Stifel Financial bought 3,292 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $290K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1599 holding.
  • Stifel Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 779 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.