SP
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Successful Portfolios’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Successful Portfolios’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 		$578K Buy
6,310
+2
+0% +$176 0.27% 73
2026
Q1 		$496K Sell
6,308
-184
-3% -$15.2K 0.27% 76
2025
Q4 		$546K Buy
6,492
+61
+0.9% +$4.99K 0.28% 76
2025
Q3 		$519K Sell
6,431
-98
-2% -$7.62K 0.3% 69
2025
Q2 		$489K Buy
6,529
+1
+0% +$69 0.3% 69
2025
Q1 		$444K Buy
6,528
+2
+0% +$143 0.3% 73
2024
Q4 		$466K Buy
6,526
+230
+4% +$16.6K 0.31% 68
2024
Q3 		$441K Sell
6,296
-925
-13% -$62.5K 0.3% 74
2024
Q2 		$479K Buy
7,221
+81
+1% +$5.19K 0.33% 62
2024
Q1 		$458K Sell
7,140
-5
-0.1% -$305 0.31% 71
2023
Q4 		$418K Hold
7,145
– – 0.31% 74
2023
Q3 		$375K Buy
7,145
+315
+5% +$17.2K 0.33% 71
2023
Q2 		$372K Hold
6,830
– – 0.32% 73
2023
Q1 		$344K Hold
6,830
– – 0.22% 116
2022
Q4 		$323K Sell
6,830
-170
-2% -$8.08K 0.21% 125
2022
Q3 		$309K Buy
7,000
+750
+12% +$36.7K 0.22% 118
2022
Q2 		$291K Buy
6,250
+265
+4% +$13.4K 0.2% 134
2022
Q1 		$333K Sell
5,985
-505
-8% -$27.7K 0.19% 136
2021
Q4 		$379K Buy
6,490
+400
+7% +$22.6K 0.21% 121
2021
Q3 		$323K Hold
6,090
– – 0.19% 131
2021
Q2 		$323K Hold
6,090
– – 0.2% 130
2021
Q1 		$300K Buy
6,090
+1,000
+20% +$47.8K 0.2% 133
2020
Q4 		$235K Hold
5,090
– – 0.17% 147
2020
Q3 		$208K Buy
+5,090
New +$206K 0.17% 153
2020
Q1 		– Sell
-5,090
Closed -$203K – 168
2019
Q4 		$203K Sell
5,090
-900
-15% -$34.3K 0.18% 151
2019
Q3 		$220K Buy
5,990
+300
+5% +$11K 0.21% 132
2019
Q2 		$207K Sell
5,690
-100
-2% -$3.58K 0.22% 127
2019
Q1 		$204K Buy
+5,790
New +$196K 0.22% 127

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

Successful Portfolios's SPTM Position: Q2 2026 in Review

Successful Portfolios increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.03% in Q2 2026, buying an estimated $176 and bringing the position to 6,310 shares worth $578K. The position accounts for 0.27% of the portfolio, ranked #73.

Successful Portfolios first reported a position in SPTM in Q1 2019 and has held it in 28 quarters since. 779 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Successful Portfolios held 6,310 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $578K as of Q2 2026.
  • Successful Portfolios bought 2 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $176.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.27% of Successful Portfolios's portfolio in Q2 2026, its #73 holding.
  • Successful Portfolios first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2019 and has held it in 28 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 Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.