SIA
SPTM icon

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

Strategic Investment 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
Q1 		$12.7M Buy
160,522
+101,418
+172% +$8.38M 0.88% 26
2025
Q4 		$4.88M Buy
59,104
+19,693
+50% +$1.61M 0.42% 44
2025
Q3 		$4.58M Buy
+39,411
New +$3.06M 0.41% 45

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 $147B AUM 18.73% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Strategic Investment Advisors's SPTM Position: Q1 2026 in Review

Strategic Investment Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 172% in Q1 2026, buying an estimated $8.38M and bringing the position to 160,522 shares worth $12.7M. The position accounts for 0.88% of the portfolio, ranked #26.

Strategic Investment Advisors first reported a position in SPTM in Q3 2025 and has held it in 3 quarters since. 744 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Strategic Investment Advisors held 160,522 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $12.7M as of Q1 2026.
  • Strategic Investment Advisors bought 101,418 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $8.38M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.88% of Strategic Investment Advisors's portfolio in Q1 2026, its #26 holding.
  • Strategic Investment Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2025 and has held it in 3 quarters since.
  • 744 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.