Summit Investment Advisory Services’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Summit Investment Advisory Services’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	$10.5M	Sell	115,622 -2,945	-2%	-$259K	2.63%	11
2026 Q1	$9.37M	Sell	118,567 -33,118	-22%	-$2.74M	3.48%	8
2025 Q4	$12.5M	Buy	151,685 +6,200	+4%	+$507K	4.72%	6
2025 Q3	$11.7M	Buy	145,485 +1,698	+1%	+$132K	4.67%	6
2025 Q2	$10.8M	Buy	143,787 +4,651	+3%	+$323K	4.68%	6
2025 Q1	$9.46M	Buy	139,136 +1,423	+1%	+$102K	4.64%	6
2024 Q4	$9.84M	Buy	137,713 +8,315	+6%	+$598K	5.07%	5
2024 Q3	$9.07M	Buy	+129,398	New	+$8.74M	4.81%	6
2024 Q2	–	Sell	-128,811	Closed	-$8.26M	–	88
2024 Q1	$8.26M	Sell	128,811 -1,859	-1%	-$113K	4.89%	5
2023 Q4	$7.64M	Buy	130,670 +4,299	+3%	+$235K	4.81%	5
2023 Q3	$6.63M	Sell	126,371 -12,504	-9%	-$683K	4.92%	5
2023 Q2	$7.56M	Buy	138,875 +2,633	+2%	+$136K	5%	5
2023 Q1	$6.87M	Buy	136,242 +6,946	+5%	+$343K	4.89%	5
2022 Q4	$6.11M	Buy	+129,296	New	+$6.14M	7.4%	2

Other funds holding SPTM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Investment Advisory Services's SPTM Position: Q2 2026 in Review

Summit Investment Advisory Services reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.5% in Q2 2026, selling an estimated $259K and leaving 115,622 shares worth $10.5M. The position accounts for 2.63% of the portfolio, ranked #11.

Summit Investment Advisory Services first reported a position in SPTM in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.5M in Q4 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Summit Investment Advisory Services held 115,622 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $10.5M as of Q2 2026.
Summit Investment Advisory Services sold 2,945 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $259K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 2.63% of Summit Investment Advisory Services's portfolio in Q2 2026, its #11 holding.
Summit Investment Advisory Services first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Summit Investment Advisory Services's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $12.5M in Q4 2025.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.