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

Ausdal Financial Partners’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 Q1	$973K	Buy	12,312 +341	+3%	+$28.2K	0.04%	404
2025 Q4	$988K	Buy	11,971 +537	+5%	+$43.9K	0.05%	371
2025 Q3	$922K	Buy	11,434 +6,126	+115%	+$476K	0.04%	380
2025 Q2	$398K	Buy	5,308 +400	+8%	+$27.8K	0.03%	484
2025 Q1	$334K	Buy	4,908 +964	+24%	+$69K	0.03%	476
2024 Q4	$282K	Buy	+3,944	New	+$284K	0.02%	464
2022 Q3	–	Sell	-59,478	Closed	-$2.77M	–	474
2022 Q2	$2.77M	Buy	+59,478	New	+$3M	0.42%	72
2022 Q1	–	Sell	-42,161	Closed	-$2.46M	–	523
2021 Q4	$2.46M	Buy	42,161 +15,383	+57%	+$871K	0.33%	85
2021 Q3	$1.42M	Buy	26,778 +15,423	+136%	+$839K	0.21%	136
2021 Q2	$601K	Sell	11,355 -301	-3%	-$15.6K	0.09%	235
2021 Q1	$573K	Buy	11,656 +938	+9%	+$44.9K	0.1%	227
2020 Q4	$494K	Sell	10,718 -4,489	-30%	-$196K	0.1%	231
2020 Q3	$622K	Buy	+15,207	New	+$616K	0.15%	159
2020 Q2	–	Sell	-18,313	Closed	-$627K	–	306
2020 Q1	$627K	Buy	18,313 +5,017	+38%	+$189K	0.22%	117
2019 Q4	$537K	Buy	13,296 +1,005	+8%	+$38.3K	0.16%	161
2019 Q3	$452K	Sell	12,291 -5,329	-30%	-$195K	0.16%	171
2019 Q2	$659K	Sell	17,620 -16,872	-49%	-$605K	0.25%	105
2019 Q1	$1.21M	Buy	34,492 +2,353	+7%	+$79.6K	0.49%	50
2018 Q4	$993K	Sell	32,139 -1,510	-4%	-$50.4K	0.48%	56
2018 Q3	$1.22M	Buy	33,649 +374	+1%	+$13.3K	0.34%	82
2018 Q2	$1.13M	Buy	33,275 +3,296	+11%	+$111K	0.35%	82
2018 Q1	$984K	Buy	29,979 +23,075	+334%	+$781K	0.34%	83
2017 Q4	$229K	Buy	+6,904	New	+$223K	0.08%	308

Other funds holding SPTM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Ausdal Financial Partners's SPTM Position: Q1 2026 in Review

Ausdal Financial Partners increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.8% in Q1 2026, buying an estimated $28.2K and bringing the position to 12,312 shares worth $973K. The position accounts for 0.04% of the portfolio, ranked #404.

Ausdal Financial Partners first reported a position in SPTM in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.77M in Q2 2022. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Ausdal Financial Partners held 12,312 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $973K as of Q1 2026.
Ausdal Financial Partners bought 341 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $28.2K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.04% of Ausdal Financial Partners's portfolio in Q1 2026, its #404 holding.
Ausdal Financial Partners first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q4 2017 and has held it in 23 quarters since.
Ausdal Financial Partners's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $2.77M in Q2 2022.
743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.