Summit Investment Advisory Services
SPTM icon

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
Q3 		$10.8M Buy
117,053
+1,431
+1% +$132K 2.67% 11
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 		$9.8M 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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Hughes Financial Services
Hughes Financial Services Herndon, Virginia $786M AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Syntegra Private Wealth Group
Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return
Keener Financial Planning
Keener Financial Planning Keller, Texas $283M AUM 17.22% 1-Year Est. Return

Summit Investment Advisory Services's SPTM Position: Q3 2026 in Review

Summit Investment Advisory Services increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.2% in Q3 2026, buying an estimated $132K and bringing the position to 117,053 shares worth $10.8M. The position accounts for 2.67% of the portfolio, ranked #11.

Summit Investment Advisory Services first reported a position in SPTM in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.5M in Q4 2025. 522 funds tracked by Wall St. Rank hold SPTM as of Q3 2026.

  • Summit Investment Advisory Services held 117,053 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $10.8M as of Q3 2026.
  • Summit Investment Advisory Services bought 1,431 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2026, an estimated $132K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 2.67% of Summit Investment Advisory Services's portfolio in Q3 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 15 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.
  • 522 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2026.

Based on Summit Investment Advisory Services's 13F filing for Q3 2026, filed 3 Nov 2026.