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

Abound Financial’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 		$25.8M Sell
284,191
-3,537
-1% -$311K 10.29% 3
2026
Q1 		$22.7M Sell
287,728
-28,877
-9% -$2.38M 9.94% 4
2025
Q4 		$26.1M Sell
316,605
-611
-0.2% -$50K 10.11% 4
2025
Q3 		$25.6M Buy
317,216
+16,118
+5% +$1.25M 10.24% 3
2025
Q2 		$22.5M Buy
301,098
+6,399
+2% +$444K 9.92% 3
2025
Q1 		$20M Buy
294,699
+17,508
+6% +$1.25M 10.14% 3
2024
Q4 		$19.8M Buy
+277,191
New +$19.9M 10.03% 3

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

Abound Financial's SPTM Position: Q2 2026 in Review

Abound Financial reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 1.2% in Q2 2026, selling an estimated $311K and leaving 284,191 shares worth $25.8M. The position accounts for 10.29% of the portfolio, ranked #3.

Abound Financial first reported a position in SPTM in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.1M in Q4 2025. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Abound Financial held 284,191 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $25.8M as of Q2 2026.
  • Abound Financial sold 3,537 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $311K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 10.29% of Abound Financial's portfolio in Q2 2026, its #3 holding.
  • Abound Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Abound Financial's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $26.1M 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 Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.