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Winthrop Advisory Group’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Winthrop Advisory 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 		$42M Sell
462,176
-2,080
-0.4% -$183K 2.83% 11
2026
Q1 		$36.7M Buy
464,256
+8,817
+2% +$728K 3% 10
2025
Q4 		$37.6M Sell
455,439
-17,387
-4% -$1.42M 3.18% 10
2025
Q3 		$38.1M Sell
472,826
-7,317
-2% -$569K 3.34% 10
2025
Q2 		$36M Buy
480,143
+55,239
+13% +$3.83M 3.47% 9
2025
Q1 		$28.9M Sell
424,904
-30,548
-7% -$2.19M 3.47% 10
2024
Q4 		$32.5M Sell
455,452
-2,586
-0.6% -$186K 3.9% 9
2024
Q3 		$32.1M Buy
458,038
+425,329
+1,300% +$28.7M 3.97% 8
2024
Q2 		$2.39M Hold
32,709
– – 0.33% 40
2024
Q1 		$2.39M Sell
32,709
-431,628
-93% -$26.3M 0.35% 38
2023
Q4 		$27.1M Sell
464,337
-3,965
-0.8% -$216K 4.24% 8
2023
Q3 		$24.6M Buy
468,302
+12
+0% +$656 4.04% 9
2023
Q2 		$25.5M Buy
468,290
+3,971
+0.9% +$205K 4.09% 9
2023
Q1 		$23.4M Buy
464,319
+10,966
+2% +$541K 4.13% 9
2022
Q4 		$21.4M Buy
453,353
+31,116
+7% +$1.48M 4.07% 8
2022
Q3 		$18.6M Buy
422,237
+87,629
+26% +$4.29M 3.99% 9
2022
Q2 		$15.6M Buy
334,608
+66,695
+25% +$3.37M 3.65% 8
2022
Q1 		$14.9M Buy
267,913
+22,531
+9% +$1.24M 3.1% 9
2021
Q4 		$14.3M Sell
245,382
-2,072
-0.8% -$117K 2.88% 9
2021
Q3 		$13.1M Sell
247,454
-1,278
-0.5% -$69.5K 2.92% 9
2021
Q2 		$13.2M Sell
248,732
-2,380
-0.9% -$123K 2.96% 9
2021
Q1 		$12.4M Sell
251,112
-5,759
-2% -$275K 3.05% 9
2020
Q4 		$11.8M Sell
256,871
-2,679
-1% -$117K 3.1% 9
2020
Q3 		$10.7M Sell
259,550
-9,830
-4% -$398K 3.27% 10
2020
Q2 		$10.2M Buy
269,380
+350
+0.1% +$12.5K 3.61% 8
2020
Q1 		$8.46M Buy
+269,030
New +$10.1M 3.38% 9

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

Winthrop Advisory Group's SPTM Position: Q2 2026 in Review

Winthrop Advisory Group reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.45% in Q2 2026, selling an estimated $183K and leaving 462,176 shares worth $42M. The position accounts for 2.83% of the portfolio, ranked #11.

Winthrop Advisory Group first reported a position in SPTM in Q1 2020 and has held it in 26 quarters since. 777 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Winthrop Advisory Group held 462,176 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $42M as of Q2 2026.
  • Winthrop Advisory Group sold 2,080 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $183K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 2.83% of Winthrop Advisory Group's portfolio in Q2 2026, its #11 holding.
  • Winthrop Advisory Group first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 777 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.