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Sutton Place Investors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Sutton Place Investors’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 		$1.37M Sell
15,099
-225
-1% -$19.8K 0.66% 36
2026
Q1 		$1.21M Sell
15,324
-1,000
-6% -$82.6K 0.66% 43
2025
Q4 		$1.35M Hold
16,324
– – 0.74% 35
2025
Q3 		$1.32M Sell
16,324
-10
-0.1% -$777 0.75% 32
2025
Q2 		$1.22M Buy
16,334
+998
+7% +$69.3K 0.74% 33
2025
Q1 		$1.04M Sell
15,336
-58
-0.4% -$4.15K 0.7% 35
2024
Q4 		$1.1M Sell
15,394
-22
-0.1% -$1.58K 0.64% 41
2024
Q3 		$1.08M Hold
15,416
– – 0.66% 42
2024
Q2 		$1.02M Buy
15,416
+27
+0.2% +$1.73K 0.68% 40
2024
Q1 		$987K Buy
15,389
+145
+1% +$8.85K 0.49% 62
2023
Q4 		$891K Sell
15,244
-1,525
-9% -$83.3K 0.65% 51
2023
Q3 		$880K Sell
16,769
-71
-0.4% -$3.88K 1.15% 27
2023
Q2 		$917K Buy
16,840
+550
+3% +$28.4K 1.27% 26
2023
Q1 		$822K Sell
16,290
-419
-3% -$20.7K 1.12% 30
2022
Q4 		$790K Sell
16,709
-1,555
-9% -$73.9K 1.13% 28
2022
Q3 		$806K Sell
18,264
-1,430
-7% -$70K 1.22% 28
2022
Q2 		$915K Sell
19,694
-184
-0.9% -$9.29K 1.33% 23
2022
Q1 		$1.04M Sell
19,878
-8,558
-30% -$469K 1.25% 25
2021
Q4 		$1.66M Buy
+28,436
New +$1.61M 1.91% 14

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

Sutton Place Investors's SPTM Position: Q2 2026 in Review

Sutton Place Investors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.5% in Q2 2026, selling an estimated $19.8K and leaving 15,099 shares worth $1.37M. The position accounts for 0.66% of the portfolio, ranked #36.

Sutton Place Investors first reported a position in SPTM in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q4 2021. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Sutton Place Investors held 15,099 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.37M as of Q2 2026.
  • Sutton Place Investors sold 225 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $19.8K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.66% of Sutton Place Investors's portfolio in Q2 2026, its #36 holding.
  • Sutton Place Investors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Sutton Place Investors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $1.66M in Q4 2021.
  • 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 Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.