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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
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 $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $21.3B AUM 22.13% 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

Sutton Place Investors's SPTM Position: Q1 2026 in Review

Sutton Place Investors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 6.1% in Q1 2026, selling an estimated $82.6K and leaving 15,324 shares worth $1.21M. The position accounts for 0.66% of the portfolio, ranked #43.

Sutton Place Investors first reported a position in SPTM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.66M in Q4 2021. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Sutton Place Investors held 15,324 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.21M as of Q1 2026.
  • Sutton Place Investors sold 1,000 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $82.6K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.66% of Sutton Place Investors's portfolio in Q1 2026, its #43 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 18 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.
  • 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 Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.