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

Walsh & Associates’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 		$2.04M Buy
22,520
+1,444
+7% +$127K 1.67% 12
2026
Q1 		$1.67M Buy
21,076
+1,538
+8% +$127K 1.65% 13
2025
Q4 		$1.61M Buy
+19,538
New +$1.6M 1.59% 12

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

Walsh & Associates's SPTM Position: Q2 2026 in Review

Walsh & Associates increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 6.9% in Q2 2026, buying an estimated $127K and bringing the position to 22,520 shares worth $2.04M. The position accounts for 1.67% of the portfolio, ranked #12.

Walsh & Associates first reported a position in SPTM in Q4 2025 and has held it in 3 quarters since. 775 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Walsh & Associates held 22,520 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $2.04M as of Q2 2026.
  • Walsh & Associates bought 1,444 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $127K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 1.67% of Walsh & Associates's portfolio in Q2 2026, its #12 holding.
  • Walsh & Associates first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 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 Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.