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

VestGen 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	$9.17M	Buy	100,956 +1,487	+1%	+$131K	0.27%	82
2026 Q1	$8.9M	Sell	99,469 -11,107	-10%	-$917K	0.24%	89
2025 Q4	$9.12M	Sell	110,576 -356,264	-76%	-$29.1M	0.39%	59
2025 Q3	$37.7M	Sell	466,840 -2,814	-0.6%	-$219K	1.25%	10
2025 Q2	$35.9M	Buy	469,654 +12,898	+3%	+$895K	1.43%	10
2025 Q1	$31.1M	Buy	+456,756	New	+$32.7M	1.41%	10

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

VestGen Advisors's SPTM Position: Q2 2026 in Review

VestGen Advisors increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.5% in Q2 2026, buying an estimated $131K and bringing the position to 100,956 shares worth $9.17M. The position accounts for 0.27% of the portfolio, ranked #82.

VestGen Advisors first reported a position in SPTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $37.7M in Q3 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

VestGen Advisors held 100,956 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $9.17M as of Q2 2026.
VestGen Advisors bought 1,487 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $131K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.27% of VestGen Advisors's portfolio in Q2 2026, its #82 holding.
VestGen Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $37.7M in Q3 2025.
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 VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.