Voisard Asset Management Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Voisard Asset Management Group’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	$78.9M	Buy	868,980 +28,697	+3%	+$2.53M	14.93%	1
2026 Q1	$66.4M	Buy	840,283 +49,068	+6%	+$4.05M	14.17%	1
2025 Q4	$65.3M	Buy	791,215 +34,013	+4%	+$2.78M	14.09%	1
2025 Q3	$61.1M	Buy	757,202 +133,557	+21%	+$10.4M	14.13%	1
2025 Q2	$46.7M	Buy	623,645 +74,151	+13%	+$5.15M	12.04%	1
2025 Q1	$37.4M	Buy	549,494 +138,700	+34%	+$9.93M	10.92%	1
2024 Q4	$29.3M	Buy	410,794 +402,300	+4,736%	+$28.9M	9.81%	2
2024 Q3	$595K	Buy	+8,494	New	+$574K	0.25%	41

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

Voisard Asset Management Group's SPTM Position: Q2 2026 in Review

Voisard Asset Management Group increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 3.4% in Q2 2026, buying an estimated $2.53M and bringing the position to 868,980 shares worth $78.9M. The position accounts for 14.93% of the portfolio, ranked #1.

Voisard Asset Management Group first reported a position in SPTM in Q3 2024 and has held it in 8 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Voisard Asset Management Group held 868,980 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $78.9M as of Q2 2026.
Voisard Asset Management Group bought 28,697 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $2.53M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 14.93% of Voisard Asset Management Group's portfolio in Q2 2026, its #1 holding.
Voisard Asset Management Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
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 Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.