William Blair & Company
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William Blair & Company’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

William Blair & Company’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 		$228K Buy
2,516
+6
+0.2% +$528 ﹤0.01% 1523
2026
Q1 		$198K Sell
2,510
-400
-14% -$33K ﹤0.01% 1492
2025
Q4 		$240K Buy
2,910
+1,197
+70% +$97.9K ﹤0.01% 1393
2025
Q3 		$138K Sell
1,713
-200
-10% -$15.5K ﹤0.01% 1521
2025
Q2 		$143K Sell
1,913
-203
-10% -$14.1K ﹤0.01% 1472
2025
Q1 		$144K Sell
2,116
-600
-22% -$42.9K ﹤0.01% 1454
2024
Q4 		$194K Buy
2,716
+1,014
+60% +$73K ﹤0.01% 1444
2024
Q3 		$119K Buy
1,702
+500
+42% +$33.8K ﹤0.01% 1518
2024
Q2 		$79.8K Sell
1,202
-242
-17% -$15.5K ﹤0.01% 1540
2024
Q1 		$92.6K Buy
1,444
+1,442
+72,100% +$88K ﹤0.01% 1517
2023
Q4 		$117 Sell
2
-4
-67% -$218 ﹤0.01% 1782
2023
Q3 		$315 Buy
+6
New +$328 ﹤0.01% 1786
2021
Q1 		– Sell
-610
Closed -$28K – 1901
2020
Q4 		$28K Buy
610
+503
+470% +$21.9K ﹤0.01% 1678
2020
Q3 		$4K Hold
107
– – ﹤0.01% 1678
2020
Q2 		$4K Sell
107
-793
-88% -$28.4K ﹤0.01% 1630
2020
Q1 		$28K Sell
900
-1,150
-56% -$43.3K ﹤0.01% 1449
2019
Q4 		$82K Buy
2,050
+900
+78% +$34.3K ﹤0.01% 1436
2019
Q3 		$42K Sell
1,150
-84
-7% -$3.08K ﹤0.01% 1473
2019
Q2 		$45K Buy
1,234
+84
+7% +$3.01K ﹤0.01% 1510
2019
Q1 		$40K Hold
1,150
– – ﹤0.01% 1498
2018
Q4 		$36K Hold
1,150
– – ﹤0.01% 1427
2018
Q3 		$42K Hold
1,150
– – ﹤0.01% 1480
2018
Q2 		$39K Buy
+1,150
New +$38.8K ﹤0.01% 1444

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

William Blair & Company's SPTM Position: Q2 2026 in Review

William Blair & Company increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.24% in Q2 2026, buying an estimated $528 and bringing the position to 2,516 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

William Blair & Company first reported a position in SPTM in Q2 2018 and has held it in 23 quarters since. The position peaked at $240K in Q4 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • William Blair & Company held 2,516 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $228K as of Q2 2026.
  • William Blair & Company bought 6 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $528.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1523 holding.
  • William Blair & Company first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and has held it in 23 quarters since.
  • William Blair & Company's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $240K in Q4 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 William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.