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United Capital Financial Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

United Capital Financial 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 		$8.57M Sell
94,316
-3,426
-4% -$302K 0.05% 278
2026
Q1 		$7.73M Sell
97,742
-5,568
-5% -$460K 0.05% 279
2025
Q4 		$8.52M Sell
103,310
-12,656
-11% -$1.03M 0.05% 270
2025
Q3 		$9.35M Sell
115,966
-4,247
-4% -$330K 0.07% 223
2025
Q2 		$9M Sell
120,213
-17,414
-13% -$1.21M 0.07% 213
2025
Q1 		$9.36M Sell
137,627
-18,035
-12% -$1.29M 0.08% 188
2024
Q4 		$11.1M Sell
155,662
-8,553
-5% -$615K 0.09% 166
2024
Q3 		$11.5M Sell
164,215
-8,728
-5% -$589K 0.09% 170
2024
Q2 		$11.5M Sell
172,943
-9,625
-5% -$616K 0.1% 164
2024
Q1 		$11.7M Sell
182,568
-24,827
-12% -$1.51M 0.1% 169
2023
Q4 		$12.1M Sell
207,395
-66,120
-24% -$3.61M 0.1% 167
2023
Q3 		$14.4M Sell
273,515
-19,547
-7% -$1.07M 0.09% 185
2023
Q2 		$16M Sell
293,062
-15,119
-5% -$780K 0.09% 185
2023
Q1 		$15.5M Sell
308,181
-14,715
-5% -$727K 0.09% 191
2022
Q4 		$15.3M Sell
322,896
-13,031
-4% -$619K 0.09% 200
2022
Q3 		$14.8M Sell
335,927
-4,408
-1% -$216K 0.09% 197
2022
Q2 		$15.8M Sell
340,335
-8,721
-2% -$440K 0.09% 199
2022
Q1 		$19.4M Sell
349,056
-985
-0.3% -$54K 0.09% 192
2021
Q4 		$20.5M Sell
350,041
-10,115
-3% -$572K 0.09% 195
2021
Q3 		$19.1M Buy
360,156
+2,261
+0.6% +$123K 0.1% 192
2021
Q2 		$19M Buy
357,895
+201
+0.1% +$10.4K 0.1% 197
2021
Q1 		$17.6M Sell
357,694
-80,526
-18% -$3.85M 0.1% 199
2020
Q4 		$20.2M Sell
438,220
-58,726
-12% -$2.56M 0.12% 176
2020
Q3 		$20.3M Sell
496,946
-17,960
-3% -$727K 0.13% 169
2020
Q2 		$19.5M Buy
514,906
+1,895
+0.4% +$67.8K 0.14% 158
2020
Q1 		$16.1M Buy
513,011
+42,237
+9% +$1.59M 0.13% 167
2019
Q4 		$18.8M Buy
470,774
+73,788
+19% +$2.81M 0.12% 206
2019
Q3 		$14.6M Buy
396,986
+155,204
+64% +$5.69M 0.1% 237
2019
Q2 		$8.81M Buy
241,782
+115,972
+92% +$4.16M 0.06% 315
2019
Q1 		$4.43M Buy
125,810
+34,800
+38% +$1.18M 0.03% 442
2018
Q4 		$2.81M Buy
+91,010
New +$3.04M 0.02% 486

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

United Capital Financial Advisors's SPTM Position: Q2 2026 in Review

United Capital Financial Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.5% in Q2 2026, selling an estimated $302K and leaving 94,316 shares worth $8.57M. The position accounts for 0.05% of the portfolio, ranked #278.

United Capital Financial Advisors first reported a position in SPTM in Q4 2018 and has held it in 31 quarters since. The position peaked at $20.5M in Q4 2021. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • United Capital Financial Advisors held 94,316 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $8.57M as of Q2 2026.
  • United Capital Financial Advisors sold 3,426 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $302K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.05% of United Capital Financial Advisors's portfolio in Q2 2026, its #278 holding.
  • United Capital Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • United Capital Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $20.5M in Q4 2021.
  • 782 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.