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

Strategic Wealth Partners’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 		$726 Sell
8
-4
-33% -$352 ﹤0.01% 1305
2026
Q1 		$949 Hold
12
– – ﹤0.01% 1259
2025
Q4 		$990 Buy
+12
New +$981 ﹤0.01% 1283
2018
Q3 		– Sell
-97
Closed -$186K – 694
2018
Q2 		$186K Buy
97
+37
+62% +$1.25K 0.11% 141
2018
Q1 		$2K Buy
+60
New +$2.03K ﹤0.01% 743

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

Strategic Wealth Partners's SPTM Position: Q2 2026 in Review

Strategic Wealth Partners reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 33% in Q2 2026, selling an estimated $352 and leaving 8 shares worth $726. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Strategic Wealth Partners first reported a position in SPTM in Q1 2018 and has held it in 5 quarters since. The position peaked at $186K in Q2 2018. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Strategic Wealth Partners held 8 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $726 as of Q2 2026.
  • Strategic Wealth Partners sold 4 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $352.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1305 holding.
  • Strategic Wealth Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2018 and has held it in 5 quarters since.
  • Strategic Wealth Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $186K in Q2 2018.
  • 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 Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.