TRUE Private Wealth Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

TRUE Private Wealth Advisors’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	$297K	Buy	3,268 +4	+0.1%	+$352	0.03%	228
2026 Q1	$258K	Buy	3,264 +4	+0.1%	+$330	0.02%	235
2025 Q4	$269K	Buy	3,260 +5	+0.2%	+$409	0.03%	219
2025 Q3	$263K	Buy	3,255 +3	+0.1%	+$233	0.03%	225
2025 Q2	$244K	Sell	3,252 -258	-7%	-$17.9K	0.03%	225
2025 Q1	$239K	Buy	3,510 +5	+0.1%	+$358	0.03%	213
2024 Q4	$250K	Buy	3,505 +4	+0.1%	+$288	0.03%	200
2024 Q3	$245K	Sell	3,501 -169	-5%	-$11.4K	0.03%	190
2024 Q2	$243K	Sell	3,670 -403	-10%	-$25.8K	0.03%	244
2024 Q1	$261K	Sell	4,073 -2,562	-39%	-$156K	0.03%	247
2023 Q4	$388K	Sell	6,635 -527	-7%	-$28.8K	0.05%	189
2023 Q3	$376K	Buy	+7,162	New	+$391K	0.05%	170
2021 Q1	–	Sell	-1,316	Closed	-$60K	–	626
2020 Q4	$60K	Buy	1,316 +6	+0.5%	+$262	0.01%	331
2020 Q3	$53K	Buy	1,310 +4	+0.3%	+$162	0.01%	327
2020 Q2	$49K	Buy	1,306 +6	+0.5%	+$215	0.01%	316
2020 Q1	$40K	Buy	1,300 +9	+0.7%	+$339	0.01%	308
2019 Q4	$51K	Buy	+1,291	New	+$49.2K	0.01%	368
2019 Q3	–	Sell	-1,279	Closed	-$46K	–	638
2019 Q2	$46K	Buy	+1,279	New	+$45.8K	0.01%	356
2018 Q4	–	Sell	-1,262	Closed	-$45.7K	–	821
2018 Q3	$45.7K	Buy	+1,262	New	+$44.9K	0.01%	475

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

TRUE Private Wealth Advisors's SPTM Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.12% in Q2 2026, buying an estimated $352 and bringing the position to 3,268 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #228.

TRUE Private Wealth Advisors first reported a position in SPTM in Q3 2018 and has held it in 19 quarters since. The position peaked at $388K in Q4 2023. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

TRUE Private Wealth Advisors held 3,268 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $297K as of Q2 2026.
TRUE Private Wealth Advisors bought 4 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $352.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.03% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #228 holding.
TRUE Private Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and has held it in 19 quarters since.
TRUE Private Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $388K in Q4 2023.
775 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.