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

Aldebaran 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 		$9.93M Buy
109,406
+5,053
+5% +$445K 8.07% 1
2026
Q1 		$8.25M Buy
104,353
+5,870
+6% +$485K 7.84% 1
2025
Q4 		$8.18M Buy
98,483
+12,184
+14% +$996K 7.58% 1
2025
Q3 		$6.96M Buy
86,299
+13,285
+18% +$1.03M 6.96% 2
2025
Q2 		$5.47M Buy
73,014
+4,397
+6% +$305K 6.05% 3
2025
Q1 		$4.67M Sell
68,617
-1,376
-2% -$98.5K 5.7% 4
2024
Q4 		$5.02M Buy
69,993
+3,078
+5% +$221K 5.86% 4
2024
Q3 		$4.69M Buy
66,915
+651
+1% +$44K 5.53% 5
2024
Q2 		$4.4M Buy
66,264
+8,517
+15% +$545K 5.76% 4
2024
Q1 		$3.7M Buy
57,747
+7,891
+16% +$482K 5.24% 5
2023
Q4 		$2.91M Buy
49,856
+503
+1% +$27.5K 4.3% 6
2023
Q3 		$2.59M Buy
49,353
+8,638
+21% +$472K 4.04% 6
2023
Q2 		$2.22M Sell
40,715
-1,890
-4% -$97.5K 3.01% 7
2023
Q1 		$2.15M Sell
42,605
-2,550
-6% -$126K 2.77% 8
2022
Q4 		$2.14M Sell
45,155
-394
-0.9% -$18.7K 2.29% 11
2022
Q3 		$2.03M Buy
45,549
+1,143
+3% +$56K 2.23% 10
2022
Q2 		$2.05M Sell
44,406
-1,244
-3% -$62.8K 2.17% 11
2022
Q1 		$2.54M Sell
45,650
-1,915
-4% -$105K 1.97% 13
2021
Q4 		$2.78M Sell
47,565
-582
-1% -$32.9K 2.05% 14
2021
Q3 		$2.55M Sell
48,147
-217
-0.4% -$11.8K 2.06% 12
2021
Q2 		$2.57M Sell
48,364
-7,150
-13% -$370K 2.11% 12
2021
Q1 		$2.73M Sell
55,514
-1,570
-3% -$75.1K 2.41% 11
2020
Q4 		$2.63M Buy
57,084
+5,996
+12% +$261K 2.45% 10
2020
Q3 		$2.09M Buy
51,088
+5,634
+12% +$228K 2.17% 11
2020
Q2 		$1.72M Sell
45,454
-4,630
-9% -$166K 2.02% 13
2020
Q1 		$1.57M Sell
50,084
-7,231
-13% -$272K 1.54% 20
2019
Q4 		$2.29M Sell
57,315
-2,084
-4% -$79.4K 1.74% 15
2019
Q3 		$2.15M Buy
59,399
+23,304
+65% +$854K 1.44% 25
2019
Q2 		$1.32M Buy
36,095
+5,706
+19% +$204K 0.91% 41
2019
Q1 		$1.07M Buy
30,389
+22,928
+307% +$776K 0.75% 52
2018
Q4 		$231K Buy
7,461
+330
+5% +$11K 0.18% 93
2018
Q3 		$258K Buy
+7,131
New +$254K 0.17% 89

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

Aldebaran Financial's SPTM Position: Q2 2026 in Review

Aldebaran Financial increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 4.8% in Q2 2026, buying an estimated $445K and bringing the position to 109,406 shares worth $9.93M. The position accounts for 8.07% of the portfolio, ranked #1.

Aldebaran Financial first reported a position in SPTM in Q3 2018 and has held it in 32 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

  • Aldebaran Financial held 109,406 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $9.93M as of Q2 2026.
  • Aldebaran Financial bought 5,053 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $445K.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 8.07% of Aldebaran Financial's portfolio in Q2 2026, its #1 holding.
  • Aldebaran Financial first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q3 2018 and has held it in 32 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 Aldebaran Financial's 13F filing for Q2 2026, filed 13 Aug 2026.