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

Blueprint Financial Advisors’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	$32.8M	Sell	414,554 -110,519	-21%	-$9.13M	4.86%	3
2025 Q4	$43.3M	Buy	525,073 +58,969	+13%	+$4.82M	6.61%	3
2025 Q3	$37.6M	Buy	466,104 +73,282	+19%	+$5.69M	8.12%	2
2025 Q2	$29.4M	Buy	392,822 +134,410	+52%	+$9.33M	9.43%	2
2025 Q1	$17.6M	Buy	+258,412	New	+$18.5M	9.53%	2

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

Blueprint Financial Advisors's SPTM Position: Q1 2026 in Review

Blueprint Financial Advisors reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 21% in Q1 2026, selling an estimated $9.13M and leaving 414,554 shares worth $32.8M. The position accounts for 4.86% of the portfolio, ranked #3.

Blueprint Financial Advisors first reported a position in SPTM in Q1 2025 and has held it in 5 quarters since. The position peaked at $43.3M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

Blueprint Financial Advisors held 414,554 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $32.8M as of Q1 2026.
Blueprint Financial Advisors sold 110,519 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $9.13M.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 4.86% of Blueprint Financial Advisors's portfolio in Q1 2026, its #3 holding.
Blueprint Financial Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
Blueprint Financial Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $43.3M in Q4 2025.
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 Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.