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

Vestia Personal 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	$557K	Sell	6,130 -1,211	-16%	-$107K	0.22%	52
2026 Q1	$580K	Buy	7,341 +1,235	+20%	+$102K	0.27%	50
2025 Q4	$509K	Sell	6,106 -73	-1%	-$5.97K	0.26%	50
2025 Q3	$498K	Buy	6,179 +13	+0.2%	+$1.01K	0.29%	49
2025 Q2	$462K	Sell	6,166 -400	-6%	-$27.8K	0.32%	50
2025 Q1	$447K	Sell	6,566 -10	-0.2%	-$716	0.35%	45
2024 Q4	$470K	Sell	6,576 -233	-3%	-$16.8K	0.39%	45
2024 Q3	$477K	Buy	6,809 +3	+0%	+$203	0.45%	38
2024 Q2	$452K	Buy	+6,806	New	+$436K	0.48%	38

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

Vestia Personal Wealth Advisors's SPTM Position: Q2 2026 in Review

Vestia Personal Wealth Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 16% in Q2 2026, selling an estimated $107K and leaving 6,130 shares worth $557K. The position accounts for 0.22% of the portfolio, ranked #52.

Vestia Personal Wealth Advisors first reported a position in SPTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $580K in Q1 2026. 782 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Vestia Personal Wealth Advisors held 6,130 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $557K as of Q2 2026.
Vestia Personal Wealth Advisors sold 1,211 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $107K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.22% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Vestia Personal Wealth Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2024 and has held it in 9 quarters since.
Vestia Personal Wealth Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $580K in Q1 2026.
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 Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.