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

Stratos Wealth 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 		$577K Buy
7,299
+268
+4% +$22.1K 0.04% 361
2025
Q4 		$580K Sell
7,031
-624
-8% -$51K 0.03% 405
2025
Q3 		$617K Sell
7,655
-290
-4% -$22.5K 0.03% 410
2025
Q2 		$595K Sell
7,945
-1,677
-17% -$116K 0.03% 416
2025
Q1 		$654K Sell
9,622
-3,128
-25% -$224K 0.04% 381
2024
Q4 		$911K Buy
12,750
+1,482
+13% +$107K 0.04% 350
2024
Q3 		$789K Sell
11,268
-1,209
-10% -$81.6K 0.04% 400
2024
Q2 		$828K Buy
12,477
+1,828
+17% +$117K 0.04% 368
2024
Q1 		$683K Sell
10,649
-263
-2% -$16K 0.04% 400
2023
Q4 		$638K Sell
10,912
-620
-5% -$33.9K 0.04% 413
2023
Q3 		$605K Buy
11,532
+349
+3% +$19.1K 0.04% 396
2023
Q2 		$609K Buy
11,183
+1,681
+18% +$86.7K 0.04% 398
2023
Q1 		$479K Sell
9,502
-802
-8% -$39.6K 0.04% 424
2022
Q4 		$487K Buy
10,304
+722
+8% +$34.3K 0.04% 407
2022
Q3 		$423K Buy
9,582
+19
+0.2% +$930 0.04% 379
2022
Q2 		$445K Sell
9,563
-8,419
-47% -$425K 0.04% 383
2022
Q1 		$999K Sell
17,982
-19,066
-51% -$1.05M 0.08% 273
2021
Q4 		$2.17M Buy
37,048
+560
+2% +$31.7K 0.16% 175
2021
Q3 		$1.93M Sell
36,488
-191
-0.5% -$10.4K 0.17% 171
2021
Q2 		$1.94M Buy
36,679
+1,174
+3% +$60.7K 0.17% 157
2021
Q1 		$1.75M Buy
35,505
+5,793
+19% +$277K 0.19% 150
2020
Q4 		$1.37M Buy
29,712
+18,887
+174% +$823K 0.19% 130
2020
Q3 		$443K Buy
10,825
+1,459
+16% +$59.1K 0.11% 198
2020
Q2 		$354K Buy
9,366
+636
+7% +$22.7K 0.11% 184
2020
Q1 		$275K Buy
8,730
+2,032
+30% +$76.4K 0.19% 117
2019
Q4 		$267K Buy
6,698
+847
+14% +$32.3K 0.15% 138
2019
Q3 		$215K Sell
5,851
-2
-0% -$73 0.08% 234
2019
Q2 		$213K Buy
+5,853
New +$210K 0.09% 219

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $8.42B AUM 14.36% 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

Stratos Wealth Advisors's SPTM Position: Q1 2026 in Review

Stratos Wealth Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.8% in Q1 2026, buying an estimated $22.1K and bringing the position to 7,299 shares worth $577K. The position accounts for 0.04% of the portfolio, ranked #361.

Stratos Wealth Advisors first reported a position in SPTM in Q2 2019 and has held it in 28 quarters since. The position peaked at $2.17M in Q4 2021. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Stratos Wealth Advisors held 7,299 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $577K as of Q1 2026.
  • Stratos Wealth Advisors bought 268 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $22.1K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of Stratos Wealth Advisors's portfolio in Q1 2026, its #361 holding.
  • Stratos Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2019 and has held it in 28 quarters since.
  • Stratos Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.17M in Q4 2021.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.